+340.2%
P vs BBAI
-77.8%
+418.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -23.8% | -14.6% | -9.2% | -23.2% |
| 30D | -36.6% | -11.6% | -25.1% | -36.2% |
| 3M | +10.9% | -26.2% | +37.1% | +12.4% |
| 6M | +30.0% | -49.2% | +79.2% | +33.8% |
| YTD | +44.4% | -58.9% | +103.3% | +49.3% |
| 1Y | +3.9% | -60.8% | +64.7% | +7.4% |
| 3Y | +176.6% | +51.0% | +125.6% | +169.7% |
| 5Y | +249.3% | -77.7% | +327.0% | +265.0% |
| All | +340.2% | -77.8% | +418.0% | +356.7% |
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 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