-33.3%
TRMB vs BBAI
-79.3%
+46.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -10.0% | +8.8% | -0.9% |
| 7D | +4.1% | -6.8% | +10.8% | +4.3% |
| 30D | -7.0% | -13.4% | +6.4% | -6.7% |
| 3M | -0.9% | -36.5% | +35.6% | +0.2% |
| 6M | -1.2% | -50.6% | +49.4% | +0.4% |
| YTD | -28.7% | -61.7% | +32.9% | -27.3% |
| 1Y | -32.1% | -71.1% | +39.1% | -30.3% |
| 3Y | +33.4% | +32.7% | +0.7% | +30.1% |
| 5Y | -35.6% | -79.2% | +43.6% | -37.4% |
| All | -33.3% | -79.3% | +46.0% | -35.2% |
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