+101.3%
MO vs BBAI
-71.3%
+172.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.3% |
| 7D | +0.1% | -1.7% | +1.9% | +0.1% |
| 30D | +7.1% | -12.0% | +19.1% | +7.1% |
| 3M | -2.0% | -30.7% | +28.7% | -2.1% |
| 6M | +7.3% | -30.7% | +38.0% | +7.2% |
| YTD | +23.5% | -46.9% | +70.3% | +23.2% |
| 1Y | +11.0% | -41.1% | +52.1% | +10.9% |
| 3Y | +95.0% | +65.9% | +29.1% | +95.5% |
| 5Y | +100.6% | -70.9% | +171.5% | +100.5% |
| All | +101.3% | -71.3% | +172.6% | +100.8% |
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