+26.7%
UL vs BBAI
-80.9%
+107.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.7% | +8.0% | +0.3% |
| 7D | +0.3% | -14.0% | +14.3% | +0.3% |
| 30D | +3.7% | -12.4% | +16.1% | +3.7% |
| 3M | +5.6% | -42.8% | +48.4% | +5.6% |
| 6M | +17.2% | -54.6% | +71.9% | +17.2% |
| YTD | +3.9% | -64.6% | +68.5% | +3.9% |
| 1Y | 0.0% | -69.9% | +69.8% | 0.0% |
| 3Y | +34.8% | +7.3% | +27.5% | +34.2% |
| 5Y | +32.4% | -80.8% | +113.2% | +25.8% |
| All | +26.7% | -80.9% | +107.6% | +19.3% |
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