+422.1%
THC vs BBAI
-70.8%
+492.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +0.6% |
| 7D | -0.7% | -4.3% | +3.6% | -0.6% |
| 30D | +1.3% | -3.6% | +4.9% | +1.3% |
| 3M | +64.2% | -38.8% | +103.0% | +65.3% |
| 6M | +8.3% | -23.8% | +32.0% | +8.5% |
| YTD | +33.4% | -45.9% | +79.3% | +34.2% |
| 1Y | +37.7% | -40.8% | +78.4% | +38.1% |
| 3Y | +236.8% | +69.8% | +167.0% | +227.4% |
| 5Y | +249.3% | -70.3% | +319.6% | +266.0% |
| All | +422.1% | -70.8% | +492.9% | +452.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling