-25.2%
TECH vs BBAI
-70.8%
+45.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | 0.0% |
| 7D | +0.1% | -4.3% | +4.4% | +0.2% |
| 30D | +0.7% | -3.6% | +4.3% | +0.7% |
| 3M | +36.3% | -38.8% | +75.1% | +37.0% |
| 6M | +25.6% | -23.8% | +49.3% | +25.8% |
| YTD | +23.7% | -45.9% | +69.6% | +24.2% |
| 1Y | +37.6% | -40.8% | +78.4% | +38.1% |
| 3Y | -6.6% | +69.8% | -76.4% | -6.5% |
| 5Y | -42.2% | -70.3% | +28.1% | -37.4% |
| All | -25.2% | -70.8% | +45.6% | -19.2% |
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