+90.9%
HST vs BBAI
-77.0%
+167.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | -1.3% | -10.2% | +8.9% | -1.1% |
| 30D | +13.4% | 0.0% | +13.4% | +13.3% |
| 3M | +16.7% | -30.9% | +47.6% | +17.3% |
| 6M | +24.0% | -46.8% | +70.8% | +25.0% |
| YTD | +54.0% | -57.4% | +111.4% | +55.5% |
| 1Y | +55.0% | -62.0% | +117.1% | +56.7% |
| 3Y | +89.3% | +47.4% | +41.9% | +85.0% |
| 5Y | +85.4% | -77.0% | +162.4% | +70.9% |
| All | +90.9% | -77.0% | +167.9% | +76.8% |
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