+81.1%
IEMG vs BBAI
+62.1%
+19.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -2.0% |
| 7D | -0.9% | -5.4% | +4.5% | -0.6% |
| 30D | +2.1% | -15.3% | +17.4% | +3.0% |
| 3M | +4.6% | -29.9% | +34.4% | +6.4% |
| 6M | +14.0% | -30.7% | +44.8% | +15.8% |
| YTD | +22.3% | -47.8% | +70.1% | +25.3% |
| 1Y | +30.7% | -40.4% | +71.1% | +32.5% |
| All | +81.1% | +62.1% | +19.0% | +63.3% |
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 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