+55.9%
MSCI vs BBAI
-75.5%
+131.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.4% | -9.5% | +0.8% |
| 7D | +1.5% | -5.0% | +6.5% | +1.5% |
| 30D | +14.4% | +2.5% | +11.9% | +14.3% |
| 3M | +15.2% | -25.1% | +40.3% | +15.4% |
| 6M | +11.2% | -41.4% | +52.6% | +11.6% |
| YTD | +13.9% | -54.6% | +68.6% | +14.4% |
| 1Y | +12.5% | -56.9% | +69.4% | +12.9% |
| 3Y | +32.3% | +59.1% | -26.8% | +31.5% |
| 5Y | +4.9% | -75.4% | +80.3% | +8.1% |
| All | +55.9% | -75.5% | +131.4% | +60.1% |
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