+362.8%
HPE vs BBAI
-71.3%
+434.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.1% | +8.2% | +5.2% |
| 7D | +13.6% | -4.1% | +17.7% | +13.8% |
| 30D | +7.7% | -12.4% | +20.1% | +8.1% |
| 3M | +22.4% | -29.1% | +51.5% | +23.3% |
| 6M | +172.6% | -32.6% | +205.2% | +174.7% |
| YTD | +147.5% | -47.6% | +195.1% | +150.5% |
| 1Y | +151.8% | -41.0% | +192.8% | +153.9% |
| 3Y | +267.1% | +67.5% | +199.6% | +267.1% |
| 5Y | +362.8% | -71.3% | +434.0% | +342.4% |
| All | +362.8% | -71.3% | +434.0% | +342.4% |
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