-15.8%
MOS vs BBAI
-76.8%
+61.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.3% | +6.3% | +1.1% |
| 7D | +24.8% | -8.3% | +33.1% | +25.1% |
| 30D | +22.7% | -2.9% | +25.6% | +22.7% |
| 3M | -1.2% | -28.2% | +27.0% | -0.4% |
| 6M | +5.5% | -44.5% | +50.0% | +7.1% |
| YTD | -2.0% | -57.0% | +55.1% | 0.0% |
| 1Y | -7.9% | -59.4% | +51.4% | -6.2% |
| 3Y | -25.0% | +48.7% | -73.7% | -28.6% |
| 5Y | -27.7% | -76.8% | +49.0% | -28.4% |
| All | -15.8% | -76.8% | +61.0% | -15.4% |
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