+27.0%
USHY vs BBAI
+64.9%
-38.0%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | 0.0% |
| 7D | -0.7% | -1.7% | +1.0% | -0.7% |
| 30D | -0.7% | -12.0% | +11.3% | -0.5% |
| 3M | +0.1% | -30.7% | +30.7% | +0.5% |
| 6M | +1.8% | -30.7% | +32.5% | +2.1% |
| YTD | +1.8% | -46.9% | +48.6% | +2.3% |
| 1Y | +3.3% | -41.1% | +44.4% | +3.5% |
| 3Y | +27.0% | +65.9% | -38.9% | +22.0% |
| All | +27.0% | +64.9% | -38.0% | +22.0% |
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