+89.1%
JNJ vs BBAI
-71.3%
+160.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.3% |
| 7D | -3.5% | -1.7% | -1.8% | -3.5% |
| 30D | +2.3% | -12.0% | +14.3% | +2.2% |
| 3M | +12.0% | -30.7% | +42.7% | +11.8% |
| 6M | +10.5% | -30.7% | +41.1% | +10.3% |
| YTD | +30.4% | -46.9% | +77.2% | +30.1% |
| 1Y | +52.1% | -41.1% | +93.2% | +52.0% |
| 3Y | +77.8% | +65.9% | +11.9% | +79.4% |
| 5Y | +82.9% | -70.9% | +153.8% | +81.9% |
| All | +89.1% | -71.3% | +160.4% | +88.4% |
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