+158.5%
TRV vs BBAI
-71.4%
+229.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | -1.5% | -5.4% | +3.9% | -1.5% |
| 30D | -1.8% | -15.3% | +13.5% | -1.8% |
| 3M | +21.6% | -29.9% | +51.4% | +21.7% |
| 6M | +22.5% | -30.7% | +53.2% | +22.5% |
| YTD | +28.1% | -47.8% | +75.9% | +28.3% |
| 1Y | +37.0% | -40.4% | +77.4% | +37.0% |
| 3Y | +141.9% | +66.9% | +75.0% | +139.9% |
| 5Y | +158.5% | -71.4% | +229.9% | +142.3% |
| All | +158.5% | -71.4% | +229.9% | +142.3% |
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