+37.0%
T vs BBAI
-79.3%
+116.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -10.0% | +9.6% | -0.3% |
| 7D | +1.6% | -6.8% | +8.4% | +1.7% |
| 30D | -2.9% | -13.4% | +10.5% | -2.9% |
| 3M | -7.5% | -36.5% | +29.0% | -7.5% |
| 6M | -9.9% | -50.6% | +40.7% | -9.8% |
| YTD | -6.4% | -61.7% | +55.2% | -6.3% |
| 1Y | -9.4% | -71.1% | +61.7% | -9.2% |
| 3Y | +64.9% | +32.7% | +32.2% | +62.7% |
| 5Y | +57.0% | -79.2% | +136.2% | +54.3% |
| All | +37.0% | -79.3% | +116.3% | +33.6% |
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