+230.7%
URI vs BBAI
-77.8%
+308.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.8% | -14.6% | +4.8% | -9.3% |
| 30D | +1.7% | -11.6% | +13.3% | +2.1% |
| 3M | -9.1% | -26.2% | +17.2% | -8.2% |
| 6M | +9.9% | -49.2% | +59.1% | +12.0% |
| YTD | +31.2% | -58.9% | +90.1% | +34.2% |
| 1Y | +25.9% | -60.8% | +86.7% | +28.8% |
| 3Y | +147.4% | +51.0% | +96.4% | +137.2% |
| 5Y | +179.7% | -77.7% | +257.4% | +167.8% |
| All | +230.7% | -77.8% | +308.5% | +216.2% |
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