+353.0%
HPE vs BBAI
-71.3%
+424.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.8% | +10.7% | +12.4% |
| 7D | +19.4% | -1.7% | +21.1% | +19.5% |
| 30D | +5.6% | -12.0% | +17.6% | +5.9% |
| 3M | +33.1% | -30.7% | +63.7% | +34.2% |
| 6M | +192.5% | -30.7% | +223.1% | +194.6% |
| YTD | +160.9% | -46.9% | +207.8% | +163.9% |
| 1Y | +155.0% | -41.1% | +196.0% | +157.0% |
| 3Y | +289.4% | +65.9% | +223.5% | +289.2% |
| 5Y | +395.7% | -70.9% | +466.5% | +376.6% |
| All | +353.0% | -71.3% | +424.3% | +335.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling