+53.7%
UNP vs BBAI
-70.3%
+124.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.7% | -1.0% | +0.3% | -0.7% |
| 30D | -1.1% | -10.7% | +9.6% | -1.1% |
| 3M | +7.9% | -32.3% | +40.1% | +8.0% |
| 6M | +14.6% | -31.3% | +45.9% | +14.7% |
| YTD | +26.6% | -45.9% | +72.5% | +26.8% |
| 1Y | +35.6% | -40.0% | +75.6% | +35.6% |
| 3Y | +45.5% | +72.8% | -27.3% | +43.9% |
| All | +53.7% | -70.3% | +124.0% | +49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling