+847.8%
MU vs BBAI
-77.8%
+925.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | -22.0% | -14.6% | -7.4% | -21.5% |
| 30D | -36.6% | -11.6% | -25.0% | -36.2% |
| 3M | -21.7% | -26.2% | +4.5% | -20.8% |
| 6M | +3.5% | -49.2% | +52.7% | +6.2% |
| YTD | +141.9% | -58.9% | +200.8% | +149.2% |
| 1Y | +189.8% | -60.8% | +250.6% | +198.5% |
| 3Y | +855.4% | +51.0% | +804.4% | +848.3% |
| All | +847.8% | -77.8% | +925.6% | +897.5% |
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