+72.3%
M vs BBAI
-70.8%
+143.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +2.4% | -1.0% | +3.4% | +2.4% |
| 30D | -11.6% | -10.7% | -0.9% | -11.3% |
| 3M | +1.6% | -32.3% | +33.9% | +2.7% |
| 6M | +25.2% | -31.3% | +56.5% | +26.3% |
| YTD | +3.8% | -45.9% | +49.7% | +5.2% |
| 1Y | +36.3% | -40.0% | +76.4% | +37.3% |
| 3Y | +116.3% | +72.8% | +43.6% | +105.1% |
| 5Y | +28.2% | -70.4% | +98.5% | +22.6% |
| All | +72.3% | -70.8% | +143.1% | +64.8% |
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