+134.5%
HCA vs BBAI
-71.7%
+206.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.1% | +8.0% | +4.9% |
| 7D | +4.9% | -4.1% | +9.0% | +4.9% |
| 30D | +1.9% | -12.4% | +14.3% | +1.9% |
| 3M | +12.7% | -29.1% | +41.8% | +12.9% |
| 6M | -22.3% | -32.6% | +10.3% | -22.3% |
| YTD | -9.3% | -47.6% | +38.3% | -9.1% |
| 1Y | +2.7% | -41.0% | +43.8% | +2.8% |
| 3Y | +57.8% | +67.5% | -9.6% | +55.2% |
| 5Y | +70.3% | -71.3% | +141.6% | +76.3% |
| All | +134.5% | -71.7% | +206.2% | +143.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling