+59.4%
LH vs BBAI
-80.9%
+140.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.7% | +7.2% | -0.5% |
| 7D | +1.1% | -14.0% | +15.0% | +1.1% |
| 30D | +16.7% | -12.4% | +29.1% | +16.8% |
| 3M | +15.1% | -42.8% | +57.9% | +15.4% |
| 6M | +46.3% | -54.6% | +101.0% | +46.8% |
| YTD | +48.8% | -64.6% | +113.4% | +49.3% |
| 1Y | +39.7% | -69.9% | +109.6% | +40.3% |
| 3Y | +87.0% | +7.3% | +79.7% | +86.8% |
| All | +59.4% | -80.9% | +140.3% | +69.7% |
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