+31.3%
MDLZ vs BBAI
-77.0%
+108.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.2% |
| 7D | -1.0% | -10.2% | +9.1% | -1.1% |
| 30D | +7.9% | 0.0% | +7.9% | +8.0% |
| 3M | +8.9% | -30.9% | +39.8% | +8.7% |
| 6M | +10.5% | -46.8% | +57.3% | +10.2% |
| YTD | +27.1% | -57.4% | +84.6% | +26.8% |
| 1Y | +20.9% | -62.0% | +83.0% | +20.6% |
| 3Y | +5.5% | +47.4% | -41.9% | +6.8% |
| 5Y | +22.2% | -77.0% | +99.2% | +21.4% |
| All | +31.3% | -77.0% | +108.3% | +30.1% |
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