+9.8%
TFC vs BBAI
-76.8%
+86.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.3% | +5.2% | 0.0% |
| 7D | +1.7% | -8.3% | +10.0% | +1.9% |
| 30D | +9.0% | -2.9% | +11.9% | +9.0% |
| 3M | -2.1% | -28.2% | +26.0% | -1.5% |
| 6M | +3.4% | -44.5% | +47.9% | +4.4% |
| YTD | +5.3% | -57.0% | +62.3% | +6.7% |
| 1Y | +16.2% | -59.4% | +75.5% | +17.7% |
| 3Y | +94.8% | +48.7% | +46.1% | +88.1% |
| 5Y | -0.7% | -76.8% | +76.1% | -6.5% |
| All | +9.8% | -76.8% | +86.6% | +4.4% |
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