-79.9%
SPXU vs BBAI
+64.9%
-144.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.2% |
| 7D | +2.5% | -1.7% | +4.2% | +2.3% |
| 30D | +4.2% | -12.0% | +16.1% | +2.5% |
| 3M | -9.3% | -30.7% | +21.4% | -12.9% |
| 6M | -30.7% | -30.7% | 0.0% | -32.3% |
| YTD | -28.1% | -46.9% | +18.7% | -31.4% |
| 1Y | -35.2% | -41.1% | +5.8% | -35.9% |
| 3Y | -79.9% | +65.9% | -145.8% | -71.5% |
| All | -79.9% | +64.9% | -144.9% | -71.5% |
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