-4.3%
MDLZ vs BBAI
+79.7%
-84.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.3% |
| 7D | -1.7% | -4.3% | +2.5% | -1.7% |
| 30D | -2.1% | -3.6% | +1.5% | -2.1% |
| 3M | +1.3% | -38.8% | +40.1% | +1.4% |
| 6M | +6.2% | -23.8% | +30.0% | +6.2% |
| YTD | +15.8% | -45.9% | +61.7% | +15.9% |
| 1Y | +4.1% | -40.8% | +44.9% | +4.2% |
| All | -4.3% | +79.7% | -84.0% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling