-72.4%
U vs BBAI
-76.8%
+4.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.3% | +3.2% | -1.8% |
| 7D | +24.4% | -8.3% | +32.7% | +24.7% |
| 30D | +7.4% | -2.9% | +10.3% | +7.3% |
| 3M | +16.8% | -28.2% | +45.0% | +18.6% |
| 6M | +78.8% | -44.5% | +123.3% | +83.7% |
| YTD | +14.0% | -57.0% | +71.0% | +18.4% |
| 1Y | +16.7% | -59.4% | +76.1% | +21.2% |
| 3Y | +86.4% | +48.7% | +37.7% | +78.3% |
| All | -72.4% | -76.8% | +4.4% | -65.7% |
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