+145.1%
MS vs BBAI
-70.3%
+215.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.3% |
| 7D | +1.4% | -4.3% | +5.6% | +1.5% |
| 30D | -0.3% | -3.6% | +3.4% | -0.2% |
| 3M | +0.3% | -38.8% | +39.1% | +1.5% |
| 6M | +31.3% | -23.8% | +55.1% | +32.0% |
| YTD | +24.7% | -45.9% | +70.6% | +26.2% |
| 1Y | +47.9% | -40.8% | +88.7% | +49.0% |
| 3Y | +178.3% | +69.8% | +108.6% | +170.4% |
| All | +145.1% | -70.3% | +215.4% | +134.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling