+171.3%
MS vs BBAI
+51.6%
+119.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.3% | +5.6% | +0.7% |
| 7D | +0.8% | -8.3% | +9.1% | +1.4% |
| 30D | -0.7% | -2.9% | +2.2% | -0.6% |
| 3M | -12.4% | -28.2% | +15.8% | -10.4% |
| 6M | -1.7% | -44.5% | +42.8% | +2.0% |
| YTD | +8.0% | -57.0% | +65.1% | +13.3% |
| 1Y | +16.2% | -59.4% | +75.6% | +21.8% |
| 3Y | +171.3% | +48.7% | +122.6% | +144.8% |
| All | +171.3% | +51.6% | +119.7% | +144.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling