+12.3%
TXT vs BBAI
-70.3%
+82.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.2% | -1.0% | +0.8% | -0.2% |
| 30D | -11.1% | -10.7% | -0.4% | -11.0% |
| 3M | -13.0% | -32.3% | +19.3% | -12.7% |
| 6M | -16.2% | -31.3% | +15.1% | -16.0% |
| YTD | -8.7% | -45.9% | +37.2% | -8.3% |
| 1Y | -3.8% | -40.0% | +36.3% | -3.6% |
| 3Y | +5.5% | +72.8% | -67.3% | +3.9% |
| 5Y | +12.3% | -70.4% | +82.6% | +8.2% |
| All | +12.3% | -70.3% | +82.6% | +8.2% |
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 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