+135.6%
GLDM vs BBAI
-77.8%
+213.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -13.3% | +14.1% | +1.0% |
| 7D | +1.9% | -16.9% | +18.7% | +2.0% |
| 30D | -1.7% | -14.0% | +12.3% | -1.6% |
| 3M | -3.5% | -26.7% | +23.2% | -3.3% |
| 6M | -10.1% | -46.4% | +36.3% | -9.7% |
| YTD | -5.0% | -58.9% | +53.8% | -4.6% |
| 1Y | +2.8% | -63.8% | +66.6% | +3.3% |
| 3Y | +105.1% | +54.2% | +50.9% | +104.7% |
| 5Y | +124.3% | -77.7% | +202.0% | +122.2% |
| All | +135.6% | -77.8% | +213.4% | +132.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling