-16.4%
UPS vs BBAI
-80.9%
+64.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -7.7% | +9.6% | +1.9% |
| 7D | +3.8% | -14.0% | +17.7% | +3.9% |
| 30D | +17.4% | -12.4% | +29.7% | +17.4% |
| 3M | +8.2% | -42.8% | +51.0% | +8.5% |
| 6M | +17.9% | -54.6% | +72.6% | +18.4% |
| YTD | +18.7% | -64.6% | +83.3% | +19.2% |
| 1Y | +24.8% | -69.9% | +94.7% | +25.4% |
| 3Y | -4.5% | +7.3% | -11.8% | -4.8% |
| 5Y | -33.2% | -80.8% | +47.6% | -38.3% |
| All | -16.4% | -80.9% | +64.5% | -21.6% |
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