+100.7%
V vs BBAI
-75.5%
+176.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.4% | -10.5% | -0.2% |
| 7D | -0.8% | -5.0% | +4.3% | -0.7% |
| 30D | +9.5% | +2.5% | +7.0% | +9.5% |
| 3M | +16.7% | -25.1% | +41.8% | +17.0% |
| 6M | +32.9% | -41.4% | +74.3% | +33.5% |
| YTD | +21.1% | -54.6% | +75.7% | +21.8% |
| 1Y | +26.6% | -56.9% | +83.5% | +27.3% |
| 3Y | +78.4% | +59.1% | +19.3% | +75.7% |
| 5Y | +105.5% | -75.4% | +180.9% | +98.5% |
| All | +100.7% | -75.5% | +176.2% | +93.4% |
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 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