-57.7%
U vs BBAI
-71.7%
+14.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.3% |
| 7D | +4.4% | -4.1% | +8.4% | +4.6% |
| 30D | -1.3% | -12.4% | +11.1% | -0.6% |
| 3M | +49.6% | -29.1% | +78.7% | +52.1% |
| 6M | +100.2% | -32.6% | +132.8% | +103.8% |
| YTD | -3.7% | -47.6% | +43.9% | -0.8% |
| 1Y | -6.5% | -41.0% | +34.5% | -4.5% |
| 3Y | +12.9% | +67.5% | -54.6% | +7.2% |
| 5Y | -68.3% | -71.3% | +3.0% | -58.4% |
| All | -57.7% | -71.7% | +14.0% | -44.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling