+152.7%
URI vs BBAI
+34.4%
+118.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -10.0% | +9.0% | -0.2% |
| 7D | +9.3% | -6.8% | +16.1% | +9.9% |
| 30D | +7.6% | -13.4% | +21.0% | +8.7% |
| 3M | +1.0% | -36.5% | +37.6% | +4.5% |
| 6M | +19.8% | -50.6% | +70.4% | +25.7% |
| YTD | +41.9% | -61.7% | +103.5% | +50.7% |
| 1Y | +33.4% | -71.1% | +104.5% | +44.2% |
| All | +152.7% | +34.4% | +118.3% | +108.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling