+198.5%
MSI vs BBAI
-77.0%
+275.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.3% | +1.5% |
| 7D | +7.7% | -10.2% | +17.8% | +7.7% |
| 30D | +19.9% | 0.0% | +19.9% | +19.9% |
| 3M | +14.9% | -30.9% | +45.9% | +15.1% |
| 6M | +37.2% | -46.8% | +84.0% | +37.6% |
| YTD | +40.8% | -57.4% | +98.2% | +41.2% |
| 1Y | +38.1% | -62.0% | +100.2% | +38.6% |
| 3Y | +77.7% | +47.4% | +30.3% | +76.7% |
| 5Y | +129.0% | -77.0% | +206.0% | +118.2% |
| All | +198.5% | -77.0% | +275.5% | +184.9% |
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