+17.3%
MDB vs BBAI
-79.3%
+96.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -10.0% | +10.5% | +1.0% |
| 7D | +11.6% | -6.8% | +18.3% | +11.9% |
| 30D | -8.9% | -13.4% | +4.5% | -8.3% |
| 3M | -22.4% | -36.5% | +14.1% | -20.7% |
| 6M | +10.1% | -50.6% | +60.7% | +13.8% |
| YTD | -19.0% | -61.7% | +42.6% | -15.6% |
| 1Y | -7.0% | -71.1% | +64.1% | -2.3% |
| 3Y | -9.8% | +32.7% | -42.5% | -12.4% |
| 5Y | -40.1% | -79.2% | +39.2% | -36.7% |
| All | +17.3% | -79.3% | +96.6% | +17.5% |
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