-65.4%
W vs BBAI
-80.9%
+15.5%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.7% | +8.1% | +0.9% |
| 7D | +0.2% | -14.0% | +14.1% | +1.2% |
| 30D | +6.8% | -12.4% | +19.2% | +7.8% |
| 3M | +10.7% | -42.8% | +53.5% | +14.8% |
| 6M | +86.3% | -54.6% | +141.0% | +96.1% |
| YTD | +11.5% | -64.6% | +76.1% | +18.7% |
| 1Y | +5.1% | -69.9% | +75.0% | +12.6% |
| 3Y | +171.0% | +7.3% | +163.7% | +157.4% |
| 5Y | -56.6% | -80.8% | +24.2% | -49.2% |
| All | -65.4% | -80.9% | +15.5% | -60.8% |
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