+52.0%
UNP vs BBAI
-76.8%
+128.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.3% | +6.5% | +1.2% |
| 7D | -0.9% | -8.3% | +7.4% | -0.9% |
| 30D | +8.0% | -2.9% | +10.9% | +8.0% |
| 3M | +3.3% | -28.2% | +31.5% | +3.5% |
| 6M | +14.7% | -44.5% | +59.2% | +14.9% |
| YTD | +31.9% | -57.0% | +89.0% | +32.3% |
| 1Y | +37.1% | -59.4% | +96.5% | +37.4% |
| 3Y | +51.9% | +48.7% | +3.1% | +50.3% |
| 5Y | +39.3% | -76.8% | +116.1% | +37.1% |
| All | +52.0% | -76.8% | +128.8% | +49.9% |
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 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