-27.0%
HDB vs BBAI
-79.3%
+52.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -10.0% | +8.8% | -1.1% |
| 7D | +4.1% | -6.8% | +10.8% | +4.1% |
| 30D | +13.0% | -13.4% | +26.4% | +13.0% |
| 3M | +11.3% | -36.5% | +47.8% | +11.5% |
| 6M | +6.9% | -50.6% | +57.5% | +7.3% |
| YTD | -29.6% | -61.7% | +32.0% | -29.4% |
| 1Y | -29.5% | -71.1% | +41.6% | -29.2% |
| 3Y | -8.1% | +32.7% | -40.8% | -8.6% |
| 5Y | -23.4% | -79.2% | +55.8% | -24.5% |
| All | -27.0% | -79.3% | +52.3% | -27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling