-8.5%
UL vs BBAI
-41.9%
+33.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.7% |
| 7D | -3.2% | -4.1% | +0.8% | -3.3% |
| 30D | -0.6% | -12.4% | +11.8% | -1.0% |
| 3M | +9.4% | -29.1% | +38.5% | +8.5% |
| 6M | -4.1% | -32.6% | +28.5% | -4.7% |
| YTD | -2.0% | -47.6% | +45.6% | -2.7% |
| All | -8.5% | -41.9% | +33.4% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling