-48.5%
TE vs BBAI
-71.4%
+22.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.4% | -6.7% |
| 7D | +0.9% | -5.4% | +6.3% | +1.4% |
| 30D | -16.3% | -15.3% | -1.0% | -14.9% |
| 3M | -40.8% | -29.9% | -10.9% | -38.6% |
| 6M | -42.6% | -30.7% | -11.9% | -40.7% |
| YTD | -31.4% | -47.8% | +16.3% | -27.4% |
| 1Y | +144.9% | -40.4% | +185.3% | +154.5% |
| 3Y | -26.0% | +66.9% | -92.9% | -32.7% |
| 5Y | -48.5% | -71.4% | +22.9% | -54.8% |
| All | -48.5% | -71.4% | +22.9% | -54.8% |
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