+45.3%
IGV vs BBAI
-70.8%
+116.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -3.3% | -1.0% | -2.3% | -3.3% |
| 30D | 0.0% | -10.7% | +10.7% | +0.3% |
| 3M | +7.3% | -32.3% | +39.6% | +8.5% |
| 6M | +16.7% | -31.3% | +48.0% | +17.8% |
| YTD | -2.8% | -45.9% | +43.1% | -1.5% |
| 1Y | -6.7% | -40.0% | +33.4% | -5.9% |
| 3Y | +41.1% | +72.8% | -31.7% | +37.6% |
| 5Y | +22.0% | -70.4% | +92.3% | +21.9% |
| All | +45.3% | -70.8% | +116.1% | +44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling