+0.5%
IT vs BBAI
-79.3%
+79.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -10.0% | +8.9% | -1.0% |
| 7D | -3.7% | -6.8% | +3.1% | -3.6% |
| 30D | -3.1% | -13.4% | +10.3% | -3.0% |
| 3M | +6.3% | -36.5% | +42.8% | +6.9% |
| 6M | +24.8% | -50.6% | +75.4% | +25.7% |
| YTD | -24.4% | -61.7% | +37.3% | -23.7% |
| 1Y | -17.1% | -71.1% | +54.1% | -16.1% |
| 3Y | -53.6% | +32.7% | -86.3% | -53.9% |
| 5Y | -42.5% | -79.2% | +36.7% | -44.2% |
| All | +0.5% | -79.3% | +79.8% | -1.1% |
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