+67.5%
HST vs BBAI
+63.1%
+4.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.4% |
| 7D | -1.0% | -4.3% | +3.2% | -0.8% |
| 30D | -12.3% | -3.6% | -8.6% | -12.2% |
| 3M | -6.4% | -38.8% | +32.4% | -4.4% |
| 6M | +15.0% | -23.8% | +38.8% | +15.7% |
| YTD | +30.5% | -45.9% | +76.4% | +33.1% |
| 1Y | +35.7% | -40.8% | +76.4% | +36.5% |
| All | +67.5% | +63.1% | +4.4% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling