+279.3%
HPE vs BBAI
-70.8%
+350.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.5% | -4.4% |
| 7D | -0.6% | -4.3% | +3.7% | -0.5% |
| 30D | -2.3% | -3.6% | +1.3% | -2.2% |
| 3M | -2.9% | -38.8% | +35.9% | -1.8% |
| 6M | +143.6% | -23.8% | +167.3% | +144.8% |
| YTD | +118.5% | -45.9% | +164.4% | +121.0% |
| 1Y | +129.2% | -40.8% | +170.0% | +131.0% |
| 3Y | +212.5% | +69.8% | +142.8% | +212.3% |
| 5Y | +286.9% | -70.3% | +357.2% | +271.8% |
| All | +279.3% | -70.8% | +350.1% | +264.4% |
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 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