+19.9%
TRI vs BBAI
-71.3%
+91.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.7% |
| 7D | -7.9% | -1.7% | -6.2% | -7.9% |
| 30D | -4.5% | -12.0% | +7.5% | -4.4% |
| 3M | +22.1% | -30.7% | +52.8% | +22.5% |
| 6M | -2.8% | -30.7% | +27.9% | -2.5% |
| YTD | -23.4% | -46.9% | +23.4% | -23.1% |
| 1Y | -41.5% | -41.1% | -0.5% | -41.4% |
| 3Y | -19.2% | +65.9% | -85.1% | -20.0% |
| 5Y | -9.4% | -70.9% | +61.5% | -8.1% |
| All | +19.9% | -71.3% | +91.2% | +21.1% |
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