+123.2%
HIG vs BBAI
-71.7%
+194.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.7% | +0.7% |
| 7D | -0.5% | -4.1% | +3.6% | -0.5% |
| 30D | -2.8% | -12.4% | +9.6% | -2.8% |
| 3M | +6.3% | -29.1% | +35.4% | +6.4% |
| 6M | -0.1% | -32.6% | +32.5% | -0.1% |
| YTD | +0.4% | -47.6% | +48.0% | +0.5% |
| 1Y | +6.2% | -41.0% | +47.3% | +6.3% |
| 3Y | +101.6% | +67.5% | +34.2% | +100.5% |
| 5Y | +119.8% | -71.3% | +191.1% | +111.2% |
| All | +123.2% | -71.7% | +194.9% | +114.7% |
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 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