+36.7%
USB vs BBAI
-75.5%
+112.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.4% | -7.8% | +2.3% |
| 7D | +0.8% | -5.0% | +5.8% | +0.8% |
| 30D | +6.8% | +2.5% | +4.3% | +6.7% |
| 3M | -3.8% | -25.1% | +21.3% | -3.3% |
| 6M | +11.7% | -41.4% | +53.1% | +12.7% |
| YTD | +17.5% | -54.6% | +72.1% | +18.8% |
| 1Y | +33.8% | -56.9% | +90.6% | +35.2% |
| 3Y | +104.2% | +59.1% | +45.1% | +97.1% |
| 5Y | +26.4% | -75.4% | +101.8% | +20.0% |
| All | +36.7% | -75.5% | +112.2% | +30.0% |
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 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