+253.5%
URI vs BBAI
-75.5%
+329.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +10.4% | -3.5% | +6.5% |
| 7D | -4.0% | -5.0% | +1.0% | -3.9% |
| 30D | +6.8% | +2.5% | +4.3% | +6.7% |
| 3M | -2.8% | -25.1% | +22.3% | -2.0% |
| 6M | +20.9% | -41.4% | +62.2% | +22.6% |
| YTD | +40.2% | -54.6% | +94.9% | +43.0% |
| 1Y | +34.1% | -56.9% | +91.0% | +36.7% |
| 3Y | +164.1% | +59.1% | +105.1% | +152.7% |
| 5Y | +199.3% | -75.4% | +274.8% | +185.8% |
| All | +253.5% | -75.5% | +329.0% | +236.8% |
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 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