+46.5%
UNP vs BBAI
-70.8%
+117.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.2% |
| 7D | -5.3% | -4.3% | -1.1% | -5.3% |
| 30D | -1.5% | -3.6% | +2.1% | -1.5% |
| 3M | +10.3% | -38.8% | +49.0% | +10.5% |
| 6M | +9.7% | -23.8% | +33.4% | +9.7% |
| YTD | +27.1% | -45.9% | +73.0% | +27.3% |
| 1Y | +32.6% | -40.8% | +73.3% | +32.6% |
| 3Y | +40.0% | +69.8% | -29.8% | +38.5% |
| 5Y | +50.8% | -70.3% | +121.2% | +48.0% |
| All | +46.5% | -70.8% | +117.3% | +44.3% |
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