+54.5%
USAR vs BBAI
+41.4%
+13.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.2% |
| 7D | -11.6% | -1.7% | -9.9% | -11.4% |
| 30D | -15.5% | -12.0% | -3.5% | -13.9% |
| 3M | -31.0% | -30.7% | -0.4% | -27.5% |
| 6M | -26.2% | -30.7% | +4.5% | -22.1% |
| YTD | +30.8% | -46.9% | +77.6% | +41.3% |
| 1Y | +7.1% | -41.1% | +48.2% | +17.9% |
| 3Y | +53.0% | +65.9% | -12.9% | +70.9% |
| All | +54.5% | +41.4% | +13.1% | +72.4% |
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 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