+39.7%
MCD vs BBAI
-75.5%
+115.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.4% | -8.6% | +1.8% |
| 7D | +5.9% | -5.0% | +11.0% | +5.9% |
| 30D | +19.6% | +2.5% | +17.1% | +19.7% |
| 3M | +3.3% | -25.1% | +28.3% | +3.2% |
| 6M | +3.5% | -41.4% | +44.9% | +3.4% |
| YTD | -6.1% | -54.6% | +48.5% | -6.3% |
| 1Y | -3.7% | -56.9% | +53.2% | -3.8% |
| 3Y | +13.4% | +59.1% | -45.7% | +13.8% |
| 5Y | +25.2% | -75.4% | +100.6% | +21.6% |
| All | +39.7% | -75.5% | +115.2% | +35.5% |
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