-21.2%
TROW vs BBAI
-70.8%
+49.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.4% | -1.0% | +1.4% | +0.4% |
| 30D | -4.0% | -10.7% | +6.7% | -3.8% |
| 3M | +5.0% | -32.3% | +37.3% | +5.7% |
| 6M | +24.3% | -31.3% | +55.6% | +24.9% |
| YTD | +9.8% | -45.9% | +55.7% | +10.6% |
| 1Y | +6.4% | -40.0% | +46.5% | +7.0% |
| 3Y | +15.8% | +72.8% | -57.0% | +13.6% |
| 5Y | -37.3% | -70.4% | +33.1% | -35.9% |
| All | -21.2% | -70.8% | +49.6% | -19.9% |
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