-46.3%
IT vs BBAI
-71.3%
+25.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.6% |
| 7D | -9.1% | -4.1% | -5.1% | -9.1% |
| 30D | -12.2% | -12.4% | +0.2% | -12.0% |
| 3M | +7.8% | -29.1% | +36.9% | +8.2% |
| 6M | +2.0% | -32.6% | +34.6% | +2.4% |
| YTD | -32.7% | -47.6% | +14.9% | -32.4% |
| 1Y | -31.1% | -41.0% | +9.9% | -30.9% |
| 3Y | -52.1% | +67.5% | -119.5% | -52.6% |
| 5Y | -46.3% | -71.3% | +25.0% | -49.7% |
| All | -46.3% | -71.3% | +25.0% | -49.7% |
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