+36.9%
IBB vs BBAI
-71.7%
+108.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | -3.9% | -4.1% | +0.2% | -3.8% |
| 30D | +2.7% | -12.4% | +15.1% | +3.0% |
| 3M | +21.4% | -29.1% | +50.4% | +22.1% |
| 6M | +20.1% | -32.6% | +52.7% | +20.7% |
| YTD | +21.9% | -47.6% | +69.5% | +22.9% |
| 1Y | +44.1% | -41.0% | +85.2% | +44.8% |
| 3Y | +63.4% | +67.5% | -4.1% | +59.2% |
| 5Y | +19.8% | -71.3% | +91.0% | +22.5% |
| All | +36.9% | -71.7% | +108.6% | +39.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling