+102.7%
TD vs BBAI
-77.0%
+179.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.3% |
| 7D | -3.1% | -10.2% | +7.1% | -2.9% |
| 30D | +6.7% | 0.0% | +6.7% | +6.6% |
| 3M | +3.1% | -30.9% | +34.0% | +3.6% |
| 6M | +17.6% | -46.8% | +64.4% | +18.6% |
| YTD | +34.8% | -57.4% | +92.2% | +36.1% |
| 1Y | +55.6% | -62.0% | +117.7% | +57.2% |
| 3Y | +133.1% | +47.4% | +85.7% | +127.0% |
| All | +102.7% | -77.0% | +179.6% | +93.0% |
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