+71.0%
ULTA vs BBAI
-71.3%
+142.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +2.1% |
| 7D | -3.1% | -1.7% | -1.4% | -3.0% |
| 30D | +2.8% | -12.0% | +14.8% | +3.0% |
| 3M | +14.8% | -30.7% | +45.4% | +15.3% |
| 6M | -16.2% | -30.7% | +14.5% | -15.9% |
| YTD | -9.6% | -46.9% | +37.2% | -9.0% |
| 1Y | +4.8% | -41.1% | +45.8% | +5.1% |
| 3Y | +30.7% | +65.9% | -35.2% | +27.9% |
| 5Y | +45.9% | -70.9% | +116.7% | +39.2% |
| All | +71.0% | -71.3% | +142.3% | +63.6% |
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