+246.2%
URI vs BBAI
-76.8%
+323.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.3% | +3.2% | -1.9% |
| 7D | -6.0% | -8.3% | +2.3% | -5.7% |
| 30D | +4.6% | -2.9% | +7.5% | +4.7% |
| 3M | -2.7% | -28.2% | +25.5% | -1.7% |
| 6M | +18.4% | -44.5% | +62.9% | +20.3% |
| YTD | +37.4% | -57.0% | +94.4% | +40.3% |
| 1Y | +30.4% | -59.4% | +89.7% | +33.2% |
| 3Y | +147.9% | +48.7% | +99.2% | +137.6% |
| 5Y | +202.1% | -76.8% | +278.8% | +189.0% |
| All | +246.2% | -76.8% | +323.0% | +230.5% |
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 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