+37.7%
IWM vs BBAI
-71.7%
+109.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.3% |
| 7D | -1.1% | -4.1% | +2.9% | -1.0% |
| 30D | -3.1% | -12.4% | +9.3% | -2.8% |
| 3M | +2.2% | -29.1% | +31.3% | +3.1% |
| 6M | +15.1% | -32.6% | +47.7% | +16.1% |
| YTD | +18.6% | -47.6% | +66.2% | +20.2% |
| 1Y | +24.0% | -41.0% | +65.0% | +25.0% |
| 3Y | +63.7% | +67.5% | -3.7% | +58.0% |
| 5Y | +38.2% | -71.3% | +109.5% | +33.3% |
| All | +37.7% | -71.7% | +109.4% | +33.4% |
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