+31.8%
INDA vs BBAI
-80.9%
+112.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.7% | +7.5% | -0.1% |
| 7D | +1.1% | -14.0% | +15.1% | +1.2% |
| 30D | +9.4% | -12.4% | +21.8% | +9.4% |
| 3M | +2.9% | -42.8% | +45.8% | +3.3% |
| 6M | +7.2% | -54.6% | +61.9% | +7.7% |
| YTD | -4.8% | -64.6% | +59.8% | -4.3% |
| 1Y | -5.1% | -69.9% | +64.8% | -4.5% |
| 3Y | +16.7% | +7.3% | +9.4% | +16.1% |
| 5Y | +8.8% | -80.8% | +89.6% | +5.2% |
| All | +31.8% | -80.9% | +112.7% | +27.6% |
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