+186.3%
MS vs BBAI
-75.5%
+261.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +10.4% | -7.2% | +2.8% |
| 7D | +0.7% | -5.0% | +5.8% | +0.9% |
| 30D | -0.9% | +2.5% | -3.4% | -1.1% |
| 3M | -13.0% | -25.1% | +12.1% | -12.4% |
| 6M | -2.0% | -41.4% | +39.4% | -0.8% |
| YTD | +7.8% | -54.6% | +62.4% | +9.5% |
| 1Y | +17.9% | -56.9% | +74.7% | +19.8% |
| 3Y | +174.8% | +59.1% | +115.7% | +168.0% |
| 5Y | +119.9% | -75.4% | +195.3% | +117.7% |
| All | +186.3% | -75.5% | +261.8% | +183.4% |
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