+37.5%
T vs BBAI
-77.0%
+114.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.3% | +1.5% |
| 7D | +2.0% | -10.2% | +12.1% | +2.0% |
| 30D | -1.0% | 0.0% | -1.0% | -1.0% |
| 3M | -8.1% | -30.9% | +22.8% | -8.1% |
| 6M | -8.3% | -46.8% | +38.5% | -8.2% |
| YTD | -6.1% | -57.4% | +51.3% | -6.0% |
| 1Y | -7.4% | -62.0% | +54.7% | -7.3% |
| 3Y | +65.4% | +47.4% | +18.0% | +63.2% |
| 5Y | +57.6% | -77.0% | +134.6% | +55.0% |
| All | +37.5% | -77.0% | +114.5% | +34.1% |
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