+21.5%
IYR vs BBAI
-71.8%
+93.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | -2.8% | -5.4% | +2.5% | -2.8% |
| 30D | -2.5% | -15.3% | +12.8% | -2.4% |
| 3M | -3.0% | -29.9% | +26.9% | -2.6% |
| 6M | +1.6% | -30.7% | +32.3% | +1.9% |
| YTD | +7.3% | -47.8% | +55.1% | +7.9% |
| 1Y | +5.6% | -40.4% | +46.0% | +5.8% |
| 3Y | +28.1% | +66.9% | -38.7% | +25.4% |
| 5Y | +6.1% | -71.4% | +77.5% | +1.8% |
| All | +21.5% | -71.8% | +93.3% | +16.3% |
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