+262.0%
TER vs BBAI
+79.1%
+182.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.0% | +7.5% | +5.8% |
| 7D | +0.6% | -4.3% | +4.9% | +1.2% |
| 30D | -8.3% | -3.6% | -4.6% | -7.9% |
| 3M | -12.2% | -38.8% | +26.6% | -6.5% |
| 6M | +17.1% | -23.8% | +40.8% | +20.8% |
| YTD | +84.7% | -45.9% | +130.6% | +97.3% |
| 1Y | +199.9% | -40.8% | +240.7% | +214.5% |
| All | +262.0% | +79.1% | +182.9% | +179.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling