+99.0%
UUUU vs BBAI
-71.8%
+170.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -6.0% | -6.3% |
| 7D | -5.0% | -5.4% | +0.4% | -4.7% |
| 30D | -7.8% | -15.3% | +7.5% | -6.8% |
| 3M | -0.4% | -29.9% | +29.4% | +1.9% |
| 6M | -32.9% | -30.7% | -2.2% | -31.2% |
| YTD | -6.3% | -47.8% | +41.5% | -2.4% |
| 1Y | +7.9% | -40.4% | +48.3% | +11.9% |
| 3Y | +85.2% | +66.9% | +18.3% | +81.0% |
| 5Y | +97.0% | -71.4% | +168.3% | +115.6% |
| All | +99.0% | -71.8% | +170.8% | +117.6% |
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