+160.1%
M vs BBAI
+24.0%
+136.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.7% | +9.3% | +2.0% |
| 7D | +7.0% | -14.0% | +21.0% | +8.1% |
| 30D | +8.9% | -12.4% | +21.3% | +9.8% |
| 3M | +4.5% | -42.8% | +47.3% | +8.1% |
| 6M | +36.2% | -54.6% | +90.8% | +42.4% |
| YTD | +15.1% | -64.6% | +79.8% | +21.4% |
| 1Y | +27.4% | -69.9% | +97.3% | +35.2% |
| 3Y | +160.1% | +7.3% | +152.8% | +124.2% |
| All | +160.1% | +24.0% | +136.1% | +124.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling