+23.7%
MDB vs BBAI
-71.7%
+95.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +0.8% |
| 7D | -4.5% | -4.1% | -0.5% | -4.3% |
| 30D | -14.0% | -12.4% | -1.6% | -13.4% |
| 3M | +5.3% | -29.1% | +34.4% | +7.0% |
| 6M | +31.9% | -32.6% | +64.5% | +34.2% |
| YTD | -14.6% | -47.6% | +33.0% | -12.3% |
| 1Y | +8.2% | -41.0% | +49.3% | +10.0% |
| 3Y | -5.0% | +67.5% | -72.5% | -9.1% |
| 5Y | -24.5% | -71.3% | +46.7% | -23.0% |
| All | +23.7% | -71.7% | +95.4% | +22.1% |
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