+12.9%
HAS vs BBAI
-70.3%
+83.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.5% |
| 7D | -1.8% | -4.3% | +2.5% | -1.7% |
| 30D | +2.3% | -3.6% | +5.9% | +2.3% |
| 3M | +10.4% | -38.8% | +49.1% | +11.2% |
| 6M | -3.2% | -23.8% | +20.5% | -3.0% |
| YTD | +15.4% | -45.9% | +61.3% | +16.3% |
| 1Y | +18.8% | -40.8% | +59.6% | +19.1% |
| 3Y | +43.9% | +69.8% | -25.8% | +39.9% |
| All | +12.9% | -70.3% | +83.2% | +10.5% |
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