+14.8%
IGV vs BBAI
-80.9%
+95.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.7% | +7.5% | 0.0% |
| 7D | +2.3% | -14.0% | +16.3% | +2.8% |
| 30D | -6.0% | -12.4% | +6.4% | -5.7% |
| 3M | -4.8% | -42.8% | +38.0% | -3.3% |
| 6M | +14.2% | -54.6% | +68.9% | +16.7% |
| YTD | -4.2% | -64.6% | +60.4% | -1.8% |
| 1Y | -5.3% | -69.9% | +64.6% | -2.6% |
| 3Y | +38.8% | +7.3% | +31.5% | +37.1% |
| All | +14.8% | -80.9% | +95.7% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling