+214.7%
TPR vs BBAI
-70.8%
+285.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | -3.4% | -1.0% | -2.4% | -3.3% |
| 30D | -27.3% | -10.7% | -16.6% | -27.1% |
| 3M | -16.2% | -32.3% | +16.0% | -15.4% |
| 6M | -17.9% | -31.3% | +13.4% | -17.3% |
| YTD | -7.1% | -45.9% | +38.8% | -6.0% |
| 1Y | +13.6% | -40.0% | +53.7% | +14.4% |
| 3Y | +293.7% | +72.8% | +221.0% | +281.0% |
| 5Y | +239.1% | -70.4% | +309.4% | +218.3% |
| All | +214.7% | -70.8% | +285.5% | +199.6% |
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