+181.7%
URA vs BBAI
-70.8%
+252.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +8.1% | -1.0% | +9.1% | +8.1% |
| 30D | +5.8% | -10.7% | +16.5% | +6.3% |
| 3M | +3.4% | -32.3% | +35.7% | +5.1% |
| 6M | -2.6% | -31.3% | +28.7% | -1.2% |
| YTD | +11.2% | -45.9% | +57.1% | +13.7% |
| 1Y | +19.8% | -40.0% | +59.9% | +22.1% |
| 3Y | +121.5% | +72.8% | +48.7% | +116.7% |
| 5Y | +134.5% | -70.4% | +204.8% | +152.7% |
| All | +181.7% | -70.8% | +252.5% | +201.2% |
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