+17.2%
HAS vs BBAI
-70.8%
+88.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -3.1% | -1.0% | -2.1% | -3.1% |
| 30D | -2.7% | -10.7% | +8.0% | -2.5% |
| 3M | +8.9% | -32.3% | +41.2% | +9.6% |
| 6M | -2.9% | -31.3% | +28.4% | -2.5% |
| YTD | +12.6% | -45.9% | +58.6% | +13.5% |
| 1Y | +17.5% | -40.0% | +57.5% | +17.8% |
| 3Y | +46.2% | +72.8% | -26.6% | +42.1% |
| 5Y | +12.6% | -70.4% | +82.9% | +10.3% |
| All | +17.2% | -70.8% | +88.0% | +15.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling