+16.2%
W vs BBAI
-42.0%
+58.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.2% | +0.7% |
| 7D | +5.9% | -4.1% | +10.0% | +6.7% |
| 30D | -3.0% | -12.4% | +9.3% | -0.7% |
| 3M | +40.3% | -29.1% | +69.4% | +47.1% |
| 6M | +32.2% | -32.6% | +64.8% | +37.5% |
| YTD | -0.3% | -47.6% | +47.3% | +4.7% |
| 1Y | +16.2% | -41.0% | +57.2% | +31.0% |
| All | +16.2% | -42.0% | +58.2% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling