+256.1%
HL vs BBAI
-70.8%
+326.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +7.1% | -1.0% | +8.1% | +7.1% |
| 30D | +21.4% | -10.7% | +32.2% | +22.1% |
| 3M | +37.4% | -32.3% | +69.7% | +39.7% |
| 6M | +0.4% | -31.3% | +31.7% | +1.9% |
| YTD | +6.7% | -45.9% | +52.6% | +9.3% |
| 1Y | +102.4% | -40.0% | +142.4% | +105.8% |
| 3Y | +417.4% | +72.8% | +344.6% | +395.2% |
| 5Y | +243.3% | -70.4% | +313.7% | +249.4% |
| All | +256.1% | -70.8% | +326.9% | +251.2% |
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