+195.2%
TER vs BBAI
-71.7%
+266.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.1% | +6.2% | +3.2% |
| 7D | +12.4% | -4.1% | +16.4% | +12.5% |
| 30D | +5.1% | -12.4% | +17.5% | +5.6% |
| 3M | +4.0% | -29.1% | +33.0% | +5.2% |
| 6M | +29.5% | -32.6% | +62.2% | +31.2% |
| YTD | +98.5% | -47.6% | +146.1% | +102.3% |
| 1Y | +234.1% | -41.0% | +275.1% | +239.1% |
| 3Y | +289.0% | +67.5% | +221.6% | +281.1% |
| 5Y | +228.2% | -71.3% | +299.4% | +215.9% |
| All | +195.2% | -71.7% | +266.9% | +184.4% |
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