+41.1%
IGV vs BBAI
+79.7%
-38.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -3.3% | -1.0% | -2.3% | -3.2% |
| 30D | 0.0% | -10.7% | +10.7% | +1.0% |
| 3M | +7.3% | -32.3% | +39.6% | +10.8% |
| 6M | +16.7% | -31.3% | +48.0% | +19.9% |
| YTD | -2.8% | -45.9% | +43.1% | +1.2% |
| 1Y | -6.7% | -40.0% | +33.4% | -4.4% |
| 3Y | +41.1% | +72.8% | -31.7% | +21.1% |
| All | +41.1% | +79.7% | -38.6% | +21.1% |
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