+96.0%
MA vs BBAI
-75.5%
+171.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.4% | -9.9% | +0.4% |
| 7D | -0.3% | -5.0% | +4.7% | -0.3% |
| 30D | +11.3% | +2.5% | +8.8% | +11.3% |
| 3M | +16.7% | -25.1% | +41.7% | +16.9% |
| 6M | +32.8% | -41.4% | +74.2% | +33.3% |
| YTD | +15.6% | -54.6% | +70.2% | +16.2% |
| 1Y | +19.6% | -56.9% | +76.4% | +20.2% |
| 3Y | +72.1% | +59.1% | +13.0% | +69.4% |
| 5Y | +96.0% | -75.4% | +171.5% | +93.0% |
| All | +96.0% | -75.5% | +171.5% | +93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling