+83.9%
JNJ vs BBAI
-71.3%
+155.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.8% |
| 7D | -3.0% | -4.1% | +1.1% | -3.0% |
| 30D | +2.5% | -12.4% | +14.9% | +2.4% |
| 3M | +13.2% | -29.1% | +42.3% | +13.1% |
| 6M | +11.3% | -32.6% | +43.9% | +11.1% |
| YTD | +31.1% | -47.6% | +78.7% | +30.8% |
| 1Y | +54.3% | -41.0% | +95.4% | +54.2% |
| 3Y | +81.1% | +67.5% | +13.7% | +82.8% |
| All | +83.9% | -71.3% | +155.3% | +80.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling