+555.5%
LLY vs BBAI
-70.8%
+626.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.9% |
| 7D | -2.1% | -4.3% | +2.1% | -2.1% |
| 30D | -1.6% | -3.6% | +2.0% | -1.6% |
| 3M | +2.3% | -38.8% | +41.1% | +2.7% |
| 6M | +14.9% | -23.8% | +38.6% | +15.1% |
| YTD | +7.5% | -45.9% | +53.4% | +7.9% |
| 1Y | +55.7% | -40.8% | +96.5% | +55.9% |
| 3Y | +110.6% | +69.8% | +40.8% | +109.3% |
| 5Y | +363.4% | -70.3% | +433.8% | +365.3% |
| All | +555.5% | -70.8% | +626.3% | +562.2% |
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 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