+125.4%
TD vs BBAI
-71.4%
+196.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -2.6% | -5.4% | +2.8% | -2.5% |
| 30D | -1.0% | -15.3% | +14.3% | -0.8% |
| 3M | +5.6% | -29.9% | +35.5% | +6.1% |
| 6M | +27.1% | -30.7% | +57.8% | +27.6% |
| YTD | +29.4% | -47.8% | +77.2% | +30.3% |
| 1Y | +60.7% | -40.4% | +101.1% | +61.2% |
| 3Y | +127.6% | +66.9% | +60.7% | +121.1% |
| 5Y | +125.4% | -71.4% | +196.8% | +109.7% |
| All | +125.4% | -71.4% | +196.8% | +109.7% |
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