+42.2%
IBB vs BBAI
-79.3%
+121.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -10.0% | +7.8% | -2.0% |
| 7D | +1.6% | -6.8% | +8.4% | +1.8% |
| 30D | +6.7% | -13.4% | +20.1% | +7.0% |
| 3M | +6.3% | -36.5% | +42.8% | +7.2% |
| 6M | +23.9% | -50.6% | +74.5% | +25.4% |
| YTD | +26.6% | -61.7% | +88.2% | +28.4% |
| 1Y | +29.6% | -71.1% | +100.8% | +32.0% |
| 3Y | +86.1% | +32.7% | +53.4% | +82.3% |
| 5Y | +40.3% | -79.2% | +119.6% | +45.1% |
| All | +42.2% | -79.3% | +121.5% | +45.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling