+40.9%
USB vs BBAI
-70.8%
+111.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.8% | -0.2% |
| 7D | +1.4% | -4.3% | +5.7% | +1.5% |
| 30D | -1.3% | -3.6% | +2.3% | -1.3% |
| 3M | +15.2% | -38.8% | +54.0% | +16.2% |
| 6M | +18.8% | -23.8% | +42.6% | +19.2% |
| YTD | +21.0% | -45.9% | +66.9% | +22.1% |
| 1Y | +34.0% | -40.8% | +74.8% | +34.6% |
| 3Y | +95.3% | +69.8% | +25.6% | +88.1% |
| 5Y | +40.4% | -70.3% | +110.7% | +32.3% |
| All | +40.9% | -70.8% | +111.7% | +33.5% |
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