-33.8%
TRU vs BBAI
-70.8%
+36.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.9% |
| 7D | -2.7% | -1.7% | -1.0% | -2.7% |
| 30D | -2.0% | -12.0% | +9.9% | -1.8% |
| 3M | +18.4% | -30.7% | +49.1% | +19.2% |
| 6M | +8.9% | -30.7% | +39.5% | +9.4% |
| YTD | -8.9% | -46.9% | +37.9% | -8.1% |
| 1Y | -15.9% | -41.1% | +25.2% | -15.5% |
| 3Y | -1.1% | +65.9% | -67.0% | -3.5% |
| All | -33.8% | -70.8% | +36.9% | -40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling