+2.7%
IDXX vs BBAI
-71.3%
+74.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.1% | -0.4% |
| 7D | -5.7% | -1.7% | -4.0% | -5.7% |
| 30D | -11.5% | -12.0% | +0.4% | -11.3% |
| 3M | -9.5% | -30.7% | +21.1% | -8.9% |
| 6M | -16.0% | -30.7% | +14.7% | -15.5% |
| YTD | -25.4% | -46.9% | +21.5% | -24.7% |
| 1Y | -21.8% | -41.1% | +19.3% | -21.4% |
| 3Y | +7.0% | +65.9% | -58.9% | +3.9% |
| 5Y | -26.0% | -70.9% | +44.9% | -25.5% |
| All | +2.7% | -71.3% | +74.0% | +3.7% |
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