+71.4%
MSFT vs BBAI
-70.3%
+141.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -1.4% | -1.0% | -0.4% | -1.4% |
| 30D | -1.0% | -10.7% | +9.7% | -0.8% |
| 3M | +20.2% | -32.3% | +52.4% | +20.9% |
| 6M | +21.3% | -31.3% | +52.6% | +21.8% |
| YTD | +2.8% | -45.9% | +48.7% | +3.5% |
| 1Y | 0.0% | -40.0% | +40.0% | +0.4% |
| 3Y | +51.2% | +72.8% | -21.6% | +49.1% |
| 5Y | +71.4% | -70.4% | +141.8% | +67.4% |
| All | +71.4% | -70.3% | +141.7% | +67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling