+72.8%
HCA vs BBAI
-70.8%
+143.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +1.4% |
| 7D | +5.4% | -1.7% | +7.1% | +5.4% |
| 30D | +3.0% | -12.0% | +14.9% | +3.0% |
| 3M | +13.0% | -30.7% | +43.7% | +13.2% |
| 6M | -20.3% | -30.7% | +10.4% | -20.2% |
| YTD | -8.2% | -46.9% | +38.6% | -8.0% |
| 1Y | +6.7% | -41.1% | +47.8% | +6.8% |
| 3Y | +60.4% | +65.9% | -5.5% | +57.7% |
| All | +72.8% | -70.8% | +143.5% | +74.3% |
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