+585.0%
HWM vs BBAI
-75.5%
+660.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +10.4% | -5.3% | +4.9% |
| 7D | +1.6% | -5.0% | +6.6% | +1.7% |
| 30D | -3.9% | +2.5% | -6.4% | -4.0% |
| 3M | -23.2% | -25.1% | +1.8% | -22.9% |
| 6M | -20.0% | -41.4% | +21.4% | -19.4% |
| YTD | +5.7% | -54.6% | +60.3% | +6.7% |
| 1Y | +4.9% | -56.9% | +61.7% | +5.8% |
| 3Y | +347.0% | +59.1% | +287.9% | +341.1% |
| 5Y | +563.0% | -75.4% | +638.4% | +532.5% |
| All | +585.0% | -75.5% | +660.5% | +556.0% |
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