+255.5%
TPR vs BBAI
-77.8%
+333.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +14.2% | -14.6% | +28.8% | +14.6% |
| 30D | +17.1% | -11.6% | +28.6% | +17.4% |
| 3M | -17.7% | -26.2% | +8.5% | -17.2% |
| 6M | -10.2% | -49.2% | +39.0% | -8.8% |
| YTD | +4.9% | -58.9% | +63.8% | +6.9% |
| 1Y | +36.1% | -60.8% | +96.9% | +38.6% |
| 3Y | +416.5% | +51.0% | +365.4% | +402.5% |
| 5Y | +254.8% | -77.7% | +332.5% | +234.2% |
| All | +255.5% | -77.8% | +333.3% | +240.6% |
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