-26.1%
HDB vs BBAI
-77.0%
+50.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.2% |
| 7D | +6.9% | -10.2% | +17.1% | +7.0% |
| 30D | +15.2% | 0.0% | +15.2% | +15.2% |
| 3M | +11.7% | -30.9% | +42.7% | +11.9% |
| 6M | +7.5% | -46.8% | +54.3% | +7.8% |
| YTD | -28.8% | -57.4% | +28.6% | -28.6% |
| 1Y | -29.1% | -62.0% | +32.9% | -28.9% |
| 3Y | -7.0% | +47.4% | -54.5% | -7.5% |
| 5Y | -22.1% | -77.0% | +54.9% | -23.3% |
| All | -26.1% | -77.0% | +50.9% | -26.7% |
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