+14.1%
HD vs BBAI
-70.8%
+84.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.2% | -1.0% | -0.2% | -1.2% |
| 30D | -11.1% | -10.7% | -0.4% | -11.0% |
| 3M | +2.0% | -32.3% | +34.3% | +2.4% |
| 6M | -10.5% | -31.3% | +20.8% | -10.2% |
| YTD | -6.9% | -45.9% | +39.1% | -6.5% |
| 1Y | -23.2% | -40.0% | +16.9% | -23.1% |
| 3Y | +3.1% | +72.8% | -69.7% | +1.3% |
| 5Y | +7.4% | -70.4% | +77.7% | +5.5% |
| All | +14.1% | -70.8% | +84.9% | +12.4% |
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 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