+145.0%
TRV vs BBAI
+64.9%
+80.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +2.1% |
| 7D | +1.9% | -1.7% | +3.6% | +1.9% |
| 30D | +1.7% | -12.0% | +13.7% | +1.7% |
| 3M | +23.9% | -30.7% | +54.6% | +24.0% |
| 6M | +26.3% | -30.7% | +56.9% | +26.3% |
| YTD | +30.8% | -46.9% | +77.7% | +31.0% |
| 1Y | +36.3% | -41.1% | +77.4% | +36.2% |
| 3Y | +145.0% | +65.9% | +79.1% | +140.6% |
| All | +145.0% | +64.9% | +80.1% | +140.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling