+33.0%
MSCI vs BBAI
-70.8%
+103.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | -2.1% | -1.0% | -1.1% | -2.1% |
| 30D | -1.7% | -10.7% | +9.0% | -1.7% |
| 3M | -8.2% | -32.3% | +24.0% | -8.0% |
| 6M | -2.4% | -31.3% | +28.9% | -2.2% |
| YTD | -2.8% | -45.9% | +43.1% | -2.5% |
| 1Y | -2.7% | -40.0% | +37.4% | -2.5% |
| 3Y | +7.3% | +72.8% | -65.5% | +6.6% |
| 5Y | -11.4% | -70.4% | +58.9% | -9.0% |
| All | +33.0% | -70.8% | +103.8% | +36.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling