+46.1%
MDY vs BBAI
-71.4%
+117.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | -2.5% | -5.4% | +2.9% | -2.4% |
| 30D | -5.0% | -15.3% | +10.3% | -4.7% |
| 3M | +0.5% | -29.9% | +30.3% | +1.1% |
| 6M | +8.0% | -30.7% | +38.7% | +8.6% |
| YTD | +12.2% | -47.8% | +59.9% | +13.2% |
| 1Y | +14.0% | -40.4% | +54.4% | +14.5% |
| 3Y | +48.2% | +66.9% | -18.7% | +44.5% |
| 5Y | +46.1% | -71.4% | +117.4% | +40.1% |
| All | +46.1% | -71.4% | +117.5% | +40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling