-37.4%
HDB vs BBAI
-70.3%
+32.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.0% | -1.0% | -1.0% | -2.0% |
| 30D | -4.9% | -10.7% | +5.8% | -4.8% |
| 3M | -2.3% | -32.3% | +29.9% | -2.1% |
| 6M | -23.7% | -31.3% | +7.6% | -23.6% |
| YTD | -38.5% | -45.9% | +7.4% | -38.4% |
| 1Y | -36.5% | -40.0% | +3.6% | -36.4% |
| 3Y | -28.5% | +72.8% | -101.2% | -28.9% |
| 5Y | -37.4% | -70.4% | +33.0% | -39.7% |
| All | -37.4% | -70.3% | +32.9% | -39.7% |
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 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