+145.9%
GLDM vs BBAI
-70.3%
+216.2%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.9% |
| 7D | -0.5% | -4.3% | +3.7% | -0.5% |
| 30D | +4.4% | -3.6% | +8.0% | +4.4% |
| 3M | -1.1% | -38.8% | +37.7% | -0.7% |
| 6M | -13.7% | -23.8% | +10.1% | -13.5% |
| YTD | +2.8% | -45.9% | +48.7% | +3.1% |
| 1Y | +24.8% | -40.8% | +65.6% | +25.2% |
| 3Y | +127.8% | +69.8% | +58.0% | +127.0% |
| All | +145.9% | -70.3% | +216.2% | +146.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling