+21.2%
IGV vs BBAI
-71.3%
+92.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | -1.5% | -4.1% | +2.5% | -1.4% |
| 30D | -3.0% | -12.4% | +9.4% | -2.7% |
| 3M | +9.6% | -29.1% | +38.6% | +10.6% |
| 6M | +16.1% | -32.6% | +48.7% | +17.2% |
| YTD | -3.6% | -47.6% | +44.0% | -2.2% |
| 1Y | -7.8% | -41.0% | +33.2% | -7.0% |
| 3Y | +40.0% | +67.5% | -27.5% | +36.6% |
| 5Y | +21.2% | -71.3% | +92.5% | +18.4% |
| All | +21.2% | -71.3% | +92.5% | +18.4% |
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