+64.8%
IBB vs BBAI
+79.7%
-14.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.7% | -1.0% | -0.6% | -1.6% |
| 30D | +4.9% | -10.7% | +15.6% | +5.4% |
| 3M | +24.2% | -32.3% | +56.5% | +26.5% |
| 6M | +23.8% | -31.3% | +55.1% | +25.6% |
| YTD | +23.0% | -45.9% | +68.9% | +25.7% |
| 1Y | +46.2% | -40.0% | +86.2% | +47.6% |
| 3Y | +64.8% | +72.8% | -8.0% | +41.2% |
| All | +64.8% | +79.7% | -14.9% | +41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling