+27.7%
UL vs BBAI
-80.9%
+108.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.7% | +8.8% | +1.1% |
| 7D | +1.1% | -14.0% | +15.1% | +1.1% |
| 30D | +4.5% | -12.4% | +16.9% | +4.5% |
| 3M | +6.5% | -42.8% | +49.3% | +6.5% |
| 6M | +18.2% | -54.6% | +72.8% | +18.2% |
| YTD | +4.7% | -64.6% | +69.3% | +4.7% |
| 1Y | +0.8% | -69.9% | +70.6% | +0.8% |
| 3Y | +35.9% | +7.3% | +28.6% | +35.3% |
| 5Y | +33.4% | -80.8% | +114.3% | +26.8% |
| All | +27.7% | -80.9% | +108.6% | +20.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling