+5.8%
HD vs BBAI
-77.8%
+83.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +4.3% | -14.6% | +19.0% | +4.5% |
| 30D | +20.2% | -11.6% | +31.7% | +20.3% |
| 3M | -1.0% | -26.2% | +25.2% | -0.8% |
| 6M | +7.9% | -49.2% | +57.1% | +8.5% |
| YTD | +2.0% | -58.9% | +60.9% | +2.6% |
| 1Y | -4.3% | -60.8% | +56.5% | -3.8% |
| 3Y | +25.9% | +51.0% | -25.1% | +24.0% |
| All | +5.8% | -77.8% | +83.6% | +5.8% |
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