-25.4%
TECH vs BBAI
-71.7%
+46.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | -0.1% |
| 7D | -0.1% | -4.1% | +4.0% | 0.0% |
| 30D | +0.3% | -12.4% | +12.7% | +0.4% |
| 3M | +32.9% | -29.1% | +62.0% | +33.3% |
| 6M | +32.1% | -32.6% | +64.7% | +32.4% |
| YTD | +23.4% | -47.6% | +71.0% | +24.0% |
| 1Y | +34.1% | -41.0% | +75.1% | +34.5% |
| 3Y | +2.2% | +67.5% | -65.3% | +2.4% |
| 5Y | -41.8% | -71.3% | +29.5% | -37.0% |
| All | -25.4% | -71.7% | +46.3% | -19.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling