+131.8%
TD vs BBAI
-79.3%
+211.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -10.0% | +9.6% | -0.2% |
| 7D | +0.6% | -6.8% | +7.3% | +0.7% |
| 30D | +5.0% | -13.4% | +18.3% | +5.2% |
| 3M | +1.1% | -36.5% | +37.6% | +1.8% |
| 6M | +16.5% | -50.6% | +67.0% | +17.5% |
| YTD | +34.3% | -61.7% | +95.9% | +35.8% |
| 1Y | +52.9% | -71.1% | +124.0% | +55.1% |
| 3Y | +132.2% | +32.7% | +99.5% | +126.5% |
| 5Y | +101.9% | -79.2% | +181.1% | +91.5% |
| All | +131.8% | -79.3% | +211.1% | +118.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling