+82.6%
UAL vs BBAI
-70.8%
+153.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +3.5% | -1.0% | +4.5% | +3.5% |
| 30D | -16.5% | -10.7% | -5.8% | -16.1% |
| 3M | +2.8% | -32.3% | +35.0% | +4.4% |
| 6M | +17.6% | -31.3% | +48.9% | +19.1% |
| YTD | -3.2% | -45.9% | +42.7% | -1.2% |
| 1Y | +0.4% | -40.0% | +40.5% | +1.7% |
| 3Y | +128.2% | +72.8% | +55.4% | +116.2% |
| 5Y | +137.7% | -70.4% | +208.1% | +105.2% |
| All | +82.6% | -70.8% | +153.4% | +56.2% |
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 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