+655.5%
HWM vs BBAI
-70.3%
+725.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | 0.0% | -10.7% | -10.7% |
| 7D | -9.2% | -1.0% | -8.1% | -9.1% |
| 30D | -17.9% | -10.7% | -7.2% | -17.7% |
| 3M | -6.0% | -32.3% | +26.2% | -5.5% |
| 6M | -7.4% | -31.3% | +23.9% | -7.0% |
| YTD | +13.1% | -45.9% | +59.0% | +13.9% |
| 1Y | +29.3% | -40.0% | +69.3% | +29.8% |
| 3Y | +389.9% | +72.8% | +317.1% | +382.3% |
| 5Y | +655.5% | -70.4% | +725.9% | +604.6% |
| All | +655.5% | -70.3% | +725.8% | +604.6% |
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