+27.6%
HD vs BBAI
-76.8%
+104.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.6% | -0.6% |
| 7D | +5.2% | -8.3% | +13.5% | +5.3% |
| 30D | +20.7% | -2.9% | +23.7% | +20.7% |
| 3M | +0.8% | -28.2% | +29.0% | +1.1% |
| 6M | +12.2% | -44.5% | +56.7% | +12.7% |
| YTD | +4.2% | -57.0% | +61.3% | +4.8% |
| 1Y | -2.6% | -59.4% | +56.8% | -2.0% |
| 3Y | +30.0% | +48.7% | -18.7% | +28.0% |
| 5Y | +8.1% | -76.8% | +84.8% | +6.9% |
| All | +27.6% | -76.8% | +104.4% | +26.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling