+75.8%
GM vs BBAI
-70.8%
+146.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.6% |
| 7D | -2.4% | -1.7% | -0.7% | -2.4% |
| 30D | -1.1% | -12.0% | +10.9% | -0.9% |
| 3M | +6.1% | -30.7% | +36.8% | +6.8% |
| 6M | +15.0% | -30.7% | +45.6% | +15.6% |
| YTD | +6.0% | -46.9% | +52.8% | +6.9% |
| 1Y | +47.1% | -41.1% | +88.2% | +47.7% |
| 3Y | +170.5% | +65.9% | +104.6% | +164.5% |
| All | +75.8% | -70.8% | +146.5% | +67.1% |
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