+43.6%
IGV vs BBAI
-71.3%
+114.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.3% |
| 7D | -2.9% | -1.7% | -1.2% | -2.9% |
| 30D | -1.5% | -12.0% | +10.4% | -1.1% |
| 3M | +11.7% | -30.7% | +42.4% | +12.8% |
| 6M | +18.4% | -30.7% | +49.1% | +19.5% |
| YTD | -3.9% | -46.9% | +42.9% | -2.6% |
| 1Y | -9.7% | -41.1% | +31.4% | -8.8% |
| 3Y | +38.4% | +65.9% | -27.5% | +35.1% |
| 5Y | +21.6% | -70.9% | +92.5% | +21.5% |
| All | +43.6% | -71.3% | +114.9% | +42.7% |
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 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