+54.7%
MSFT vs BBAI
+59.1%
-4.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.4% | -7.6% | +2.2% |
| 7D | +7.5% | -5.0% | +12.5% | +7.7% |
| 30D | +1.9% | +2.5% | -0.6% | +1.6% |
| 3M | +9.2% | -25.1% | +34.3% | +10.6% |
| 6M | +31.9% | -41.4% | +73.3% | +34.8% |
| YTD | +13.4% | -54.6% | +68.1% | +16.7% |
| 1Y | +10.6% | -56.9% | +67.5% | +13.7% |
| 3Y | +54.7% | +59.1% | -4.4% | +50.3% |
| All | +54.7% | +59.1% | -4.4% | +50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling