+76.2%
UBER vs BBAI
-71.3%
+147.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.7% |
| 7D | -7.0% | -4.1% | -3.0% | -6.9% |
| 30D | -8.9% | -12.4% | +3.5% | -8.5% |
| 3M | +1.0% | -29.1% | +30.1% | +2.0% |
| 6M | -3.7% | -32.6% | +28.9% | -2.8% |
| YTD | -13.0% | -47.6% | +34.6% | -11.7% |
| 1Y | -25.5% | -41.0% | +15.5% | -25.0% |
| 3Y | +50.5% | +67.5% | -17.0% | +43.3% |
| 5Y | +76.2% | -71.3% | +147.4% | +67.0% |
| All | +76.2% | -71.3% | +147.4% | +67.0% |
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