+26.6%
HD vs BBAI
-79.3%
+105.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -10.0% | +9.1% | -0.8% |
| 7D | -0.5% | -6.8% | +6.3% | -0.4% |
| 30D | +18.5% | -13.4% | +31.9% | +18.6% |
| 3M | +2.2% | -36.5% | +38.7% | +2.6% |
| 6M | +13.8% | -50.6% | +64.4% | +14.5% |
| YTD | +3.4% | -61.7% | +65.1% | +4.1% |
| 1Y | -3.5% | -71.1% | +67.6% | -2.7% |
| 3Y | +29.0% | +32.7% | -3.7% | +27.1% |
| 5Y | +6.1% | -79.2% | +85.3% | +5.0% |
| All | +26.6% | -79.3% | +105.9% | +25.1% |
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