+19.5%
TRI vs BBAI
-71.7%
+91.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.8% |
| 7D | -8.4% | -4.1% | -4.3% | -8.4% |
| 30D | -6.5% | -12.4% | +5.9% | -6.4% |
| 3M | +18.6% | -29.1% | +47.7% | +18.9% |
| 6M | -10.4% | -32.6% | +22.2% | -10.2% |
| YTD | -23.7% | -47.6% | +23.9% | -23.4% |
| 1Y | -42.5% | -41.0% | -1.4% | -42.3% |
| 3Y | -19.3% | +67.5% | -86.7% | -20.1% |
| 5Y | -9.7% | -71.3% | +61.6% | -8.3% |
| All | +19.5% | -71.7% | +91.2% | +20.7% |
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