+73.6%
USAR vs BBAI
+79.7%
-6.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.3% | -1.0% | +3.3% | +2.5% |
| 30D | -8.6% | -10.7% | +2.1% | -7.1% |
| 3M | -20.5% | -32.3% | +11.8% | -16.0% |
| 6M | +1.2% | -31.3% | +32.5% | +7.0% |
| YTD | +48.4% | -45.9% | +94.3% | +60.5% |
| 1Y | +30.6% | -40.0% | +70.7% | +44.0% |
| 3Y | +73.6% | +72.8% | +0.9% | +94.4% |
| All | +73.6% | +79.7% | -6.0% | +94.4% |
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 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