+367.9%
P vs BBAI
-75.5%
+443.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +10.4% | -4.1% | +5.8% |
| 7D | -9.6% | -5.0% | -4.6% | -9.3% |
| 30D | -33.4% | +2.5% | -35.9% | -33.5% |
| 3M | +14.2% | -25.1% | +39.3% | +15.7% |
| 6M | +31.6% | -41.4% | +73.0% | +34.5% |
| YTD | +53.5% | -54.6% | +108.1% | +58.0% |
| 1Y | +14.2% | -56.9% | +71.0% | +17.5% |
| 3Y | +190.5% | +59.1% | +131.4% | +182.1% |
| 5Y | +256.3% | -75.4% | +331.8% | +270.8% |
| All | +367.9% | -75.5% | +443.4% | +383.2% |
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