+97.5%
MO vs BBAI
-71.3%
+168.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -0.4% |
| 7D | -2.4% | -4.1% | +1.7% | -2.4% |
| 30D | +3.6% | -12.4% | +16.0% | +3.5% |
| 3M | -3.7% | -29.1% | +25.4% | -3.9% |
| 6M | +4.5% | -32.6% | +37.1% | +4.4% |
| YTD | +21.5% | -47.6% | +69.1% | +21.3% |
| 1Y | +9.5% | -41.0% | +50.6% | +9.4% |
| 3Y | +93.6% | +67.5% | +26.1% | +94.1% |
| All | +97.5% | -71.3% | +168.8% | +95.2% |
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