-26.7%
HDB vs BBAI
-80.9%
+54.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.7% | +8.2% | +0.5% |
| 7D | +2.7% | -14.0% | +16.7% | +2.8% |
| 30D | +14.1% | -12.4% | +26.5% | +14.2% |
| 3M | +11.8% | -42.8% | +54.6% | +12.1% |
| 6M | +8.2% | -54.6% | +62.8% | +8.6% |
| YTD | -29.3% | -64.6% | +35.3% | -29.0% |
| 1Y | -28.8% | -69.9% | +41.1% | -28.5% |
| 3Y | -7.5% | +7.3% | -14.8% | -7.9% |
| 5Y | -23.1% | -80.8% | +57.8% | -24.2% |
| All | -26.7% | -80.9% | +54.2% | -27.1% |
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