+40.4%
O vs BBAI
+51.6%
-11.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.3% | +5.4% | +0.1% |
| 7D | +3.5% | -8.3% | +11.8% | +3.6% |
| 30D | +10.4% | -2.9% | +13.3% | +10.4% |
| 3M | -2.4% | -28.2% | +25.7% | -2.3% |
| 6M | -1.2% | -44.5% | +43.3% | -0.9% |
| YTD | +10.4% | -57.0% | +67.4% | +10.9% |
| 1Y | +11.4% | -59.4% | +70.8% | +11.9% |
| 3Y | +40.4% | +48.7% | -8.3% | +31.7% |
| All | +40.4% | +51.6% | -11.2% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling