-11.1%
MDT vs BBAI
-71.3%
+60.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.7% |
| 7D | -3.4% | -1.7% | -1.7% | -3.4% |
| 30D | +0.2% | -12.0% | +12.2% | +0.3% |
| 3M | +14.3% | -30.7% | +44.9% | +14.5% |
| 6M | +4.0% | -30.7% | +34.7% | +4.1% |
| YTD | -3.7% | -46.9% | +43.2% | -3.4% |
| 1Y | -0.4% | -41.1% | +40.7% | -0.2% |
| 3Y | +23.3% | +65.9% | -42.6% | +22.1% |
| 5Y | -18.9% | -70.9% | +52.0% | -18.8% |
| All | -11.1% | -71.3% | +60.2% | -11.1% |
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