+705.3%
LLY vs BBAI
-75.5%
+780.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +10.4% | -6.1% | +4.2% |
| 7D | +0.1% | -5.0% | +5.1% | +0.1% |
| 30D | +19.7% | +2.5% | +17.2% | +19.7% |
| 3M | +19.3% | -25.1% | +44.3% | +19.5% |
| 6M | +49.3% | -41.4% | +90.7% | +49.9% |
| YTD | +32.0% | -54.6% | +86.6% | +32.7% |
| 1Y | +53.7% | -56.9% | +110.6% | +54.4% |
| 3Y | +143.7% | +59.1% | +84.7% | +142.7% |
| 5Y | +463.9% | -75.4% | +539.3% | +466.1% |
| All | +705.3% | -75.5% | +780.8% | +714.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling