+103.5%
JNJ vs BBAI
-80.9%
+184.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.7% | +8.5% | +0.7% |
| 7D | +3.5% | -14.0% | +17.4% | +3.4% |
| 30D | +12.5% | -12.4% | +24.9% | +12.5% |
| 3M | +9.6% | -42.8% | +52.4% | +9.3% |
| 6M | +25.3% | -54.6% | +80.0% | +24.9% |
| YTD | +40.3% | -64.6% | +104.9% | +39.7% |
| 1Y | +49.6% | -69.9% | +119.5% | +48.9% |
| 3Y | +110.8% | +7.3% | +103.5% | +112.2% |
| 5Y | +99.1% | -80.8% | +180.0% | +98.0% |
| All | +103.5% | -80.9% | +184.4% | +102.3% |
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