+9.6%
TFC vs BBAI
-71.7%
+81.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | -1.3% | -4.1% | +2.8% | -1.2% |
| 30D | -2.3% | -12.4% | +10.0% | -2.1% |
| 3M | +2.5% | -29.1% | +31.5% | +3.1% |
| 6M | +9.5% | -32.6% | +42.1% | +10.1% |
| YTD | +5.1% | -47.6% | +52.6% | +6.1% |
| 1Y | +15.5% | -41.0% | +56.5% | +16.0% |
| 3Y | +95.2% | +67.5% | +27.7% | +87.9% |
| 5Y | +14.5% | -71.3% | +85.7% | +7.3% |
| All | +9.6% | -71.7% | +81.3% | +3.8% |
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