+154.1%
MAR vs BBAI
-71.3%
+225.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +0.9% |
| 7D | -0.5% | -4.1% | +3.6% | -0.4% |
| 30D | -4.7% | -12.4% | +7.7% | -4.5% |
| 3M | -15.6% | -29.1% | +13.5% | -15.3% |
| 6M | +1.2% | -32.6% | +33.8% | +1.6% |
| YTD | +7.5% | -47.6% | +55.1% | +8.1% |
| 1Y | +26.6% | -41.0% | +67.7% | +26.9% |
| 3Y | +66.0% | +67.5% | -1.5% | +63.3% |
| 5Y | +154.1% | -71.3% | +225.4% | +135.2% |
| All | +154.1% | -71.3% | +225.4% | +135.2% |
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 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