+53.8%
NDAQ vs BBAI
-70.3%
+124.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -2.6% | -1.0% | -1.5% | -2.6% |
| 30D | +0.5% | -10.7% | +11.2% | +0.6% |
| 3M | +9.9% | -32.3% | +42.2% | +10.3% |
| 6M | +8.2% | -31.3% | +39.5% | +8.5% |
| YTD | -1.5% | -45.9% | +44.4% | -1.1% |
| 1Y | +1.3% | -40.0% | +41.4% | +1.6% |
| 3Y | +92.6% | +72.8% | +19.8% | +91.7% |
| 5Y | +53.8% | -70.4% | +124.2% | +49.8% |
| All | +53.8% | -70.3% | +124.1% | +49.8% |
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