+78.6%
UUUU vs BBAI
-70.8%
+149.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.8% | -6.8% | -5.1% |
| 7D | -10.5% | -1.7% | -8.8% | -10.4% |
| 30D | -10.5% | -12.0% | +1.5% | -9.7% |
| 3M | -14.1% | -30.7% | +16.6% | -12.1% |
| 6M | -35.5% | -30.7% | -4.8% | -33.9% |
| YTD | -10.9% | -46.9% | +35.9% | -7.4% |
| 1Y | +3.4% | -41.1% | +44.4% | +7.1% |
| 3Y | +73.1% | +65.9% | +7.2% | +69.1% |
| All | +78.6% | -70.8% | +149.4% | +82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling