+35.8%
MCD vs BBAI
-79.3%
+115.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -10.0% | +9.6% | -0.5% |
| 7D | -1.6% | -6.8% | +5.2% | -1.6% |
| 30D | +16.0% | -13.4% | +29.4% | +16.0% |
| 3M | 0.0% | -36.5% | +36.5% | -0.2% |
| 6M | +0.9% | -50.6% | +51.5% | +0.8% |
| YTD | -8.7% | -61.7% | +53.0% | -8.9% |
| 1Y | -8.6% | -71.1% | +62.6% | -8.8% |
| 3Y | +9.9% | +32.7% | -22.8% | +10.3% |
| 5Y | +22.6% | -79.2% | +101.9% | +19.1% |
| All | +35.8% | -79.3% | +115.1% | +31.7% |
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