+43.2%
TER vs BBAI
-56.6%
+99.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.2% | -8.0% | -7.2% |
| 7D | -19.9% | +4.1% | -23.9% | -21.1% |
| 30D | -43.5% | -1.9% | -41.6% | -43.5% |
| 3M | -37.8% | -18.7% | -19.1% | -34.0% |
| 6M | -25.6% | -38.6% | +13.0% | -14.8% |
| YTD | +29.8% | -52.6% | +82.4% | +54.4% |
| 1Y | +43.2% | -55.3% | +98.5% | +70.1% |
| All | +43.2% | -56.6% | +99.8% | +70.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling