+71.4%
MTB vs BBAI
-80.9%
+152.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.7% | +8.3% | +0.7% |
| 7D | +1.5% | -14.0% | +15.5% | +1.8% |
| 30D | +2.3% | -12.4% | +14.7% | +2.5% |
| 3M | -12.1% | -42.8% | +30.7% | -11.3% |
| 6M | +9.8% | -54.6% | +64.4% | +11.1% |
| YTD | +12.0% | -64.6% | +76.6% | +13.6% |
| 1Y | +22.0% | -69.9% | +91.9% | +24.0% |
| 3Y | +107.6% | +7.3% | +100.3% | +102.9% |
| 5Y | +61.9% | -80.8% | +142.7% | +53.1% |
| All | +71.4% | -80.9% | +152.3% | +64.9% |
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