+51.4%
LH vs BBAI
-71.3%
+122.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.5% |
| 7D | -4.7% | -1.7% | -3.0% | -4.7% |
| 30D | -3.5% | -12.0% | +8.5% | -3.4% |
| 3M | +17.7% | -30.7% | +48.4% | +17.9% |
| 6M | +15.8% | -30.7% | +46.4% | +15.9% |
| YTD | +25.1% | -46.9% | +72.0% | +25.3% |
| 1Y | +12.5% | -41.1% | +53.6% | +12.6% |
| 3Y | +59.8% | +65.9% | -6.1% | +59.3% |
| 5Y | +27.1% | -70.9% | +97.9% | +36.7% |
| All | +51.4% | -71.3% | +122.7% | +63.2% |
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