-33.5%
UPS vs BBAI
-71.3%
+37.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -1.2% |
| 7D | -3.7% | -4.1% | +0.4% | -3.7% |
| 30D | -3.7% | -12.4% | +8.6% | -3.7% |
| 3M | -6.6% | -29.1% | +22.5% | -6.4% |
| 6M | +2.6% | -32.6% | +35.2% | +2.7% |
| YTD | +4.8% | -47.6% | +52.4% | +5.0% |
| 1Y | +25.3% | -41.0% | +66.3% | +25.4% |
| 3Y | -26.9% | +67.5% | -94.3% | -27.3% |
| 5Y | -33.5% | -71.3% | +37.8% | -39.8% |
| All | -33.5% | -71.3% | +37.8% | -39.8% |
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