+458.1%
HBM vs BBAI
+64.9%
+393.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.7% |
| 7D | -3.3% | -1.7% | -1.6% | -3.1% |
| 30D | -4.8% | -12.0% | +7.1% | -3.1% |
| 3M | -0.4% | -30.7% | +30.3% | +4.6% |
| 6M | +17.9% | -30.7% | +48.6% | +23.7% |
| YTD | +33.7% | -46.9% | +80.6% | +44.1% |
| 1Y | +95.6% | -41.1% | +136.7% | +105.2% |
| 3Y | +458.1% | +65.9% | +392.2% | +338.7% |
| All | +458.1% | +64.9% | +393.2% | +338.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling