+216.4%
URI vs BBAI
-70.8%
+287.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +1.7% |
| 7D | -2.0% | -4.3% | +2.3% | -1.8% |
| 30D | -12.9% | -3.6% | -9.3% | -12.9% |
| 3M | -6.7% | -38.8% | +32.1% | -5.4% |
| 6M | +19.0% | -23.8% | +42.8% | +19.6% |
| YTD | +25.5% | -45.9% | +71.5% | +27.4% |
| 1Y | +5.5% | -40.8% | +46.3% | +6.4% |
| 3Y | +111.3% | +69.8% | +41.5% | +101.3% |
| 5Y | +198.6% | -70.3% | +268.9% | +182.3% |
| All | +216.4% | -70.8% | +287.2% | +200.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling