+204.5%
URI vs BBAI
-80.9%
+285.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.7% | +6.4% | -1.0% |
| 7D | +6.7% | -14.0% | +20.7% | +7.2% |
| 30D | +8.9% | -12.4% | +21.2% | +9.3% |
| 3M | +0.5% | -42.8% | +43.3% | +2.3% |
| 6M | +20.7% | -54.6% | +75.3% | +23.4% |
| YTD | +40.0% | -64.6% | +104.7% | +44.0% |
| 1Y | +34.4% | -69.9% | +104.3% | +38.7% |
| 3Y | +149.5% | +7.3% | +142.2% | +141.2% |
| All | +204.5% | -80.9% | +285.4% | +190.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling