+64.2%
T vs BBAI
-71.3%
+135.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.8% |
| 7D | -3.1% | -4.1% | +1.0% | -3.1% |
| 30D | +4.6% | -12.4% | +17.0% | +4.6% |
| 3M | +12.2% | -29.1% | +41.3% | +12.3% |
| 6M | -6.5% | -32.6% | +26.2% | -6.4% |
| YTD | +4.9% | -47.6% | +52.5% | +5.0% |
| 1Y | -10.5% | -41.0% | +30.6% | -10.5% |
| 3Y | +104.6% | +67.5% | +37.1% | +101.9% |
| 5Y | +64.2% | -71.3% | +135.5% | +59.3% |
| All | +64.2% | -71.3% | +135.5% | +59.3% |
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 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