-28.3%
TLT vs BBAI
-71.7%
+43.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.6% |
| 7D | -0.3% | -4.1% | +3.8% | -0.2% |
| 30D | 0.0% | -12.4% | +12.4% | +0.1% |
| 3M | -2.9% | -29.1% | +26.2% | -2.7% |
| 6M | -6.3% | -32.6% | +26.4% | -6.1% |
| YTD | -3.3% | -47.6% | +44.2% | -3.1% |
| 1Y | -4.2% | -41.0% | +36.8% | -4.1% |
| 3Y | -1.7% | +67.5% | -69.1% | -3.0% |
| 5Y | -34.9% | -71.3% | +36.4% | -35.3% |
| All | -28.3% | -71.7% | +43.4% | -29.2% |
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