+25.2%
IYR vs BBAI
-80.9%
+106.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.7% | +7.8% | +0.2% |
| 7D | +0.6% | -14.0% | +14.6% | +0.8% |
| 30D | +6.6% | -12.4% | +18.9% | +6.7% |
| 3M | -1.8% | -42.8% | +41.0% | -1.2% |
| 6M | +1.4% | -54.6% | +56.1% | +2.2% |
| YTD | +10.5% | -64.6% | +75.2% | +11.6% |
| 1Y | +10.6% | -69.9% | +80.5% | +11.8% |
| 3Y | +41.8% | +7.3% | +34.5% | +39.4% |
| 5Y | +6.0% | -80.8% | +86.9% | +2.0% |
| All | +25.2% | -80.9% | +106.1% | +20.3% |
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