+57.1%
MSCI vs BBAI
-79.3%
+136.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -10.0% | +8.5% | -1.4% |
| 7D | -0.7% | -6.8% | +6.1% | -0.6% |
| 30D | +16.2% | -13.4% | +29.6% | +16.3% |
| 3M | +16.1% | -36.5% | +52.6% | +16.5% |
| 6M | +12.9% | -50.6% | +63.5% | +13.4% |
| YTD | +14.8% | -61.7% | +76.5% | +15.4% |
| 1Y | +13.8% | -71.1% | +84.9% | +14.5% |
| 3Y | +31.2% | +32.7% | -1.5% | +30.7% |
| 5Y | +5.6% | -79.2% | +84.8% | +8.9% |
| All | +57.1% | -79.3% | +136.4% | +61.5% |
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