+76.9%
M vs BBAI
-70.8%
+147.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +2.6% |
| 7D | +4.7% | -4.3% | +9.0% | +4.9% |
| 30D | -9.6% | -3.6% | -6.0% | -9.6% |
| 3M | +0.9% | -38.8% | +39.6% | +2.2% |
| 6M | +22.3% | -23.8% | +46.0% | +22.9% |
| YTD | +6.5% | -45.9% | +52.4% | +8.0% |
| 1Y | +38.8% | -40.8% | +79.5% | +39.7% |
| 3Y | +115.9% | +69.8% | +46.1% | +104.8% |
| 5Y | +28.6% | -70.3% | +99.0% | +23.0% |
| All | +76.9% | -70.8% | +147.7% | +69.2% |
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