+34.1%
USB vs BBAI
-77.8%
+111.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -13.3% | +11.2% | -1.8% |
| 7D | -1.5% | -16.9% | +15.4% | -1.1% |
| 30D | +4.3% | -14.0% | +18.2% | +4.6% |
| 3M | -6.1% | -26.7% | +20.7% | -5.6% |
| 6M | +9.4% | -46.4% | +55.8% | +10.5% |
| YTD | +15.2% | -58.9% | +74.1% | +16.7% |
| 1Y | +32.8% | -63.8% | +96.5% | +34.7% |
| 3Y | +91.3% | +54.2% | +37.1% | +84.8% |
| 5Y | +22.7% | -77.7% | +100.3% | +16.6% |
| All | +34.1% | -77.8% | +111.9% | +27.7% |
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