+106.5%
MSFT vs BBAI
-71.7%
+178.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.4% |
| 7D | -1.0% | -4.1% | +3.0% | -1.0% |
| 30D | -2.7% | -12.4% | +9.7% | -2.5% |
| 3M | +22.1% | -29.1% | +51.2% | +22.7% |
| 6M | +20.6% | -32.6% | +53.2% | +21.2% |
| YTD | +2.3% | -47.6% | +49.9% | +3.1% |
| 1Y | -0.5% | -41.0% | +40.5% | -0.1% |
| 3Y | +50.5% | +67.5% | -16.9% | +48.5% |
| 5Y | +72.3% | -71.3% | +143.6% | +70.5% |
| All | +106.5% | -71.7% | +178.2% | +103.4% |
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 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