+18.6%
UNH vs BBAI
-70.8%
+89.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.1% | -1.0% | +2.2% | +1.1% |
| 30D | -1.5% | -10.7% | +9.2% | -1.5% |
| 3M | -0.8% | -32.3% | +31.4% | -0.8% |
| 6M | +41.8% | -31.3% | +73.1% | +41.8% |
| YTD | +23.1% | -45.9% | +69.0% | +23.0% |
| 1Y | +28.5% | -40.0% | +68.6% | +28.6% |
| 3Y | -11.8% | +72.8% | -84.5% | -12.0% |
| 5Y | +5.3% | -70.4% | +75.7% | +3.2% |
| All | +18.6% | -70.8% | +89.4% | +17.0% |
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 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