+26.4%
UBER vs BBAI
-71.8%
+98.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.4% | +2.1% |
| 7D | -4.5% | -5.4% | +0.9% | -4.3% |
| 30D | -7.6% | -15.3% | +7.7% | -7.1% |
| 3M | +5.8% | -29.9% | +35.6% | +6.8% |
| 6M | +0.3% | -30.7% | +31.0% | +1.2% |
| YTD | -11.2% | -47.8% | +36.6% | -9.8% |
| 1Y | -23.0% | -40.4% | +17.4% | -22.4% |
| 3Y | +53.6% | +66.9% | -13.3% | +46.3% |
| 5Y | +81.9% | -71.4% | +153.3% | +78.0% |
| All | +26.4% | -71.8% | +98.2% | +23.8% |
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