-6.3%
UPS vs BBAI
+34.4%
-40.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -10.0% | +8.2% | -1.6% |
| 7D | -0.6% | -6.8% | +6.2% | -0.4% |
| 30D | +16.4% | -13.4% | +29.8% | +16.8% |
| 3M | +7.9% | -36.5% | +44.4% | +9.0% |
| 6M | +15.8% | -50.6% | +66.4% | +17.4% |
| YTD | +16.6% | -61.7% | +78.2% | +18.5% |
| 1Y | +22.3% | -71.1% | +93.4% | +24.9% |
| All | -6.3% | +34.4% | -40.7% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling