+43.8%
UNP vs BBAI
-71.3%
+115.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.5% |
| 7D | -1.8% | -1.7% | -0.1% | -1.8% |
| 30D | -2.7% | -12.0% | +9.2% | -2.7% |
| 3M | +6.5% | -30.7% | +37.2% | +6.6% |
| 6M | +14.4% | -30.7% | +45.1% | +14.5% |
| YTD | +24.8% | -46.9% | +71.7% | +25.0% |
| 1Y | +34.4% | -41.1% | +75.5% | +34.5% |
| 3Y | +43.6% | +65.9% | -22.3% | +42.0% |
| 5Y | +53.2% | -70.9% | +124.1% | +50.3% |
| All | +43.8% | -71.3% | +115.1% | +41.7% |
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