+14.0%
USFR vs BBAI
+62.6%
-48.6%
-0.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | 0.0% |
| 7D | +0.1% | -4.1% | +4.1% | +0.1% |
| 30D | +0.3% | -12.4% | +12.7% | +0.3% |
| 3M | +1.0% | -29.1% | +30.1% | +1.0% |
| 6M | +1.9% | -32.6% | +34.6% | +1.9% |
| YTD | +2.7% | -47.6% | +50.2% | +2.7% |
| 1Y | +4.0% | -41.0% | +45.0% | +4.0% |
| All | +14.0% | +62.6% | -48.6% | +14.0% |
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 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