+125.9%
MS vs BBAI
-77.0%
+202.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | -1.7% | -10.2% | +8.4% | -1.4% |
| 30D | +0.9% | 0.0% | +0.9% | +0.9% |
| 3M | -10.8% | -30.9% | +20.1% | -10.0% |
| 6M | +0.9% | -46.8% | +47.7% | +2.4% |
| YTD | +9.8% | -57.4% | +67.2% | +11.8% |
| 1Y | +17.1% | -62.0% | +79.1% | +19.4% |
| 3Y | +175.7% | +47.4% | +128.3% | +169.3% |
| 5Y | +125.9% | -77.0% | +202.8% | +126.8% |
| All | +125.9% | -77.0% | +202.8% | +126.8% |
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 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