-34.2%
HDB vs BBAI
-70.8%
+36.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.4% |
| 7D | +0.4% | -4.3% | +4.7% | +0.5% |
| 30D | -2.8% | -3.6% | +0.8% | -2.8% |
| 3M | -3.5% | -38.8% | +35.2% | -3.3% |
| 6M | -24.7% | -23.8% | -1.0% | -24.7% |
| YTD | -36.6% | -45.9% | +9.4% | -36.4% |
| 1Y | -34.4% | -40.8% | +6.4% | -34.3% |
| 3Y | -24.4% | +69.8% | -94.2% | -24.9% |
| 5Y | -35.4% | -70.3% | +35.0% | -36.1% |
| All | -34.2% | -70.8% | +36.6% | -34.8% |
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 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