+54.6%
MSCI vs BBAI
-77.8%
+132.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +2.8% | -14.6% | +17.4% | +2.9% |
| 30D | +15.4% | -11.6% | +27.0% | +15.5% |
| 3M | +13.4% | -26.2% | +39.7% | +13.6% |
| 6M | +10.9% | -49.2% | +60.1% | +11.4% |
| YTD | +13.0% | -58.9% | +71.9% | +13.5% |
| 1Y | +12.0% | -60.8% | +72.8% | +12.6% |
| 3Y | +34.1% | +51.0% | -16.9% | +33.4% |
| 5Y | +3.9% | -77.7% | +81.6% | +7.1% |
| All | +54.6% | -77.8% | +132.4% | +58.9% |
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