+32.0%
Q vs BBAI
-60.6%
+92.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.9% | +2.4% |
| 7D | +6.6% | -4.1% | +10.7% | +7.5% |
| 30D | -6.6% | -12.4% | +5.8% | -4.2% |
| 3M | -13.2% | -29.1% | +15.8% | -8.1% |
| 6M | +9.9% | -32.6% | +42.6% | +15.6% |
| YTD | +53.9% | -47.6% | +101.5% | +65.6% |
| All | +32.0% | -60.6% | +92.6% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling