-3.7%
MDLZ vs BBAI
+79.7%
-83.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | 0.0% | -1.0% | +1.0% | 0.0% |
| 30D | -1.6% | -10.7% | +9.1% | -1.6% |
| 3M | +0.9% | -32.3% | +33.1% | +0.9% |
| 6M | +7.3% | -31.3% | +38.6% | +7.4% |
| YTD | +16.4% | -45.9% | +62.4% | +16.6% |
| 1Y | +3.0% | -40.0% | +43.0% | +3.0% |
| 3Y | -3.7% | +72.8% | -76.5% | -7.2% |
| All | -3.7% | +79.7% | -83.4% | -7.2% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling