+147.4%
URI vs BBAI
+47.0%
+100.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.8% | -14.6% | +4.8% | -8.6% |
| 30D | +1.7% | -11.6% | +13.3% | +2.6% |
| 3M | -9.1% | -26.2% | +17.2% | -7.1% |
| 6M | +9.9% | -49.2% | +59.1% | +15.0% |
| YTD | +31.2% | -58.9% | +90.1% | +38.7% |
| 1Y | +25.9% | -60.8% | +86.7% | +32.9% |
| 3Y | +147.4% | +51.0% | +96.4% | +97.6% |
| All | +147.4% | +47.0% | +100.4% | +97.6% |
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