+23.2%
INDA vs BBAI
-71.8%
+95.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -3.6% | -5.4% | +1.7% | -3.6% |
| 30D | -4.0% | -15.3% | +11.4% | -3.9% |
| 3M | +1.7% | -29.9% | +31.6% | +1.9% |
| 6M | -3.6% | -30.7% | +27.1% | -3.5% |
| YTD | -11.0% | -47.8% | +36.8% | -10.8% |
| 1Y | -9.5% | -40.4% | +30.9% | -9.4% |
| 3Y | +7.6% | +66.9% | -59.2% | +6.8% |
| 5Y | +4.8% | -71.4% | +76.2% | +1.3% |
| All | +23.2% | -71.8% | +95.0% | +19.0% |
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