+112.4%
UUUU vs BBAI
-71.7%
+184.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.3% |
| 7D | +1.8% | -4.1% | +5.9% | +2.1% |
| 30D | +1.8% | -12.4% | +14.2% | +2.7% |
| 3M | +1.3% | -29.1% | +30.3% | +3.6% |
| 6M | -26.8% | -32.6% | +5.8% | -24.9% |
| YTD | +0.1% | -47.6% | +47.7% | +4.1% |
| 1Y | +11.2% | -41.0% | +52.3% | +15.4% |
| 3Y | +97.7% | +67.5% | +30.2% | +93.2% |
| 5Y | +127.3% | -71.3% | +198.6% | +148.8% |
| All | +112.4% | -71.7% | +184.1% | +132.2% |
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