-16.6%
MOS vs BBAI
-75.5%
+58.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.4% | -8.5% | +1.5% |
| 7D | +19.7% | -5.0% | +24.7% | +19.8% |
| 30D | +21.5% | +2.5% | +19.0% | +21.3% |
| 3M | -0.4% | -25.1% | +24.7% | +0.3% |
| 6M | +4.5% | -41.4% | +45.9% | +5.9% |
| YTD | -2.9% | -54.6% | +51.7% | -1.1% |
| 1Y | -7.7% | -56.9% | +49.2% | -6.1% |
| 3Y | -25.6% | +59.1% | -84.7% | -29.3% |
| 5Y | -31.2% | -75.4% | +44.3% | -32.0% |
| All | -16.6% | -75.5% | +58.9% | -16.3% |
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