+360.1%
P vs BBAI
-70.8%
+430.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +7.8% | -1.0% | +8.9% | +7.9% |
| 30D | +12.3% | -10.7% | +23.0% | +12.9% |
| 3M | +37.1% | -32.3% | +69.4% | +39.3% |
| 6M | +66.1% | -31.3% | +97.4% | +68.3% |
| YTD | +50.9% | -45.9% | +96.9% | +54.1% |
| 1Y | +27.2% | -40.0% | +67.3% | +28.9% |
| 3Y | +158.7% | +72.8% | +85.9% | +149.3% |
| 5Y | +291.1% | -70.4% | +361.5% | +302.5% |
| All | +360.1% | -70.8% | +430.9% | +371.3% |
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