+332.5%
HBM vs BBAI
-70.8%
+403.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.6% |
| 7D | -3.3% | -1.7% | -1.6% | -3.2% |
| 30D | -4.8% | -12.0% | +7.1% | -4.2% |
| 3M | -0.4% | -30.7% | +30.3% | +1.4% |
| 6M | +17.9% | -30.7% | +48.6% | +20.0% |
| YTD | +33.7% | -46.9% | +80.6% | +37.5% |
| 1Y | +95.6% | -41.1% | +136.7% | +99.3% |
| 3Y | +458.1% | +65.9% | +392.2% | +433.3% |
| All | +332.5% | -70.8% | +403.2% | +320.6% |
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 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