+52.9%
UNP vs BBAI
-80.9%
+133.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.7% | +7.2% | -0.5% |
| 7D | +4.2% | -14.0% | +18.2% | +4.3% |
| 30D | +5.6% | -12.4% | +18.0% | +5.6% |
| 3M | +2.0% | -42.8% | +44.8% | +2.2% |
| 6M | +15.4% | -54.6% | +70.0% | +15.7% |
| YTD | +32.7% | -64.6% | +97.4% | +33.2% |
| 1Y | +39.4% | -69.9% | +109.3% | +40.0% |
| 3Y | +54.3% | +7.3% | +47.0% | +52.9% |
| 5Y | +39.6% | -80.8% | +120.5% | +37.5% |
| All | +52.9% | -80.9% | +133.8% | +50.9% |
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