+189.4%
MS vs BBAI
-79.3%
+268.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -10.0% | +9.2% | -0.5% |
| 7D | +3.7% | -6.8% | +10.4% | +3.9% |
| 30D | +2.0% | -13.4% | +15.4% | +2.3% |
| 3M | -12.6% | -36.5% | +24.0% | -11.5% |
| 6M | -0.3% | -50.6% | +50.3% | +1.4% |
| YTD | +9.0% | -61.7% | +70.6% | +11.3% |
| 1Y | +13.9% | -71.1% | +85.0% | +16.9% |
| 3Y | +173.6% | +32.7% | +140.9% | +168.1% |
| 5Y | +122.0% | -79.2% | +201.2% | +120.8% |
| All | +189.4% | -79.3% | +268.7% | +187.8% |
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