+109.9%
MSFT vs BBAI
-70.8%
+180.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -2.0% |
| 7D | -2.7% | -4.3% | +1.6% | -2.6% |
| 30D | +2.7% | -3.6% | +6.3% | +2.7% |
| 3M | +17.0% | -38.8% | +55.7% | +17.8% |
| 6M | +23.8% | -23.8% | +47.6% | +24.2% |
| YTD | +4.0% | -45.9% | +49.9% | +4.7% |
| 1Y | -0.8% | -40.8% | +40.0% | -0.4% |
| 3Y | +55.6% | +69.8% | -14.2% | +53.4% |
| 5Y | +72.9% | -70.3% | +143.2% | +71.0% |
| All | +109.9% | -70.8% | +180.7% | +106.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling