+114.2%
HIG vs BBAI
-70.8%
+185.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.3% |
| 7D | -1.5% | -1.7% | +0.3% | -1.4% |
| 30D | -0.4% | -12.0% | +11.6% | -0.3% |
| 3M | +6.7% | -30.7% | +37.3% | +6.7% |
| 6M | +2.0% | -30.7% | +32.6% | +2.0% |
| YTD | +0.3% | -46.9% | +47.1% | +0.4% |
| 1Y | +4.2% | -41.1% | +45.3% | +4.2% |
| 3Y | +102.2% | +65.9% | +36.3% | +101.1% |
| All | +114.2% | -70.8% | +185.0% | +105.0% |
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