+23.9%
O vs BBAI
-71.3%
+95.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.1% |
| 7D | -2.9% | -1.7% | -1.1% | -2.9% |
| 30D | -4.5% | -12.0% | +7.4% | -4.5% |
| 3M | -2.6% | -30.7% | +28.0% | -2.5% |
| 6M | -5.6% | -30.7% | +25.1% | -5.6% |
| YTD | +9.3% | -46.9% | +56.1% | +9.4% |
| 1Y | +4.3% | -41.1% | +45.4% | +4.4% |
| 3Y | +27.4% | +65.9% | -38.5% | +26.3% |
| 5Y | +17.1% | -70.9% | +87.9% | +14.4% |
| All | +23.9% | -71.3% | +95.2% | +20.2% |
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