+80.2%
IBB vs BBAI
+47.0%
+33.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -1.8% | -14.6% | +12.8% | -1.0% |
| 30D | +5.1% | -11.6% | +16.6% | +5.6% |
| 3M | +10.7% | -26.2% | +37.0% | +12.3% |
| 6M | +22.9% | -49.2% | +72.1% | +26.6% |
| YTD | +26.7% | -58.9% | +85.6% | +31.1% |
| 1Y | +35.1% | -60.8% | +95.9% | +39.7% |
| 3Y | +80.2% | +51.0% | +29.2% | +57.8% |
| All | +80.2% | +47.0% | +33.2% | +57.8% |
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