+25.0%
MMM vs BBAI
-70.8%
+95.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.2% | +0.2% |
| 7D | -3.3% | -4.3% | +0.9% | -3.3% |
| 30D | -7.0% | -3.6% | -3.4% | -7.0% |
| 3M | +10.8% | -38.8% | +49.6% | +11.3% |
| 6M | +5.8% | -23.8% | +29.5% | +5.9% |
| YTD | +6.8% | -45.9% | +52.7% | +7.3% |
| 1Y | +10.4% | -40.8% | +51.2% | +10.7% |
| 3Y | +104.7% | +69.8% | +34.9% | +102.2% |
| 5Y | +23.6% | -70.3% | +93.9% | +18.4% |
| All | +25.0% | -70.8% | +95.8% | +19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling