+40.5%
W vs BBAI
+79.7%
-39.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +6.5% | -1.0% | +7.5% | +6.7% |
| 30D | -6.2% | -10.7% | +4.5% | -4.4% |
| 3M | +48.9% | -32.3% | +81.1% | +58.9% |
| 6M | +31.2% | -31.3% | +62.5% | +38.7% |
| YTD | -0.4% | -45.9% | +45.5% | +8.8% |
| 1Y | +14.8% | -40.0% | +54.9% | +18.7% |
| 3Y | +40.5% | +72.8% | -32.3% | -14.5% |
| All | +40.5% | +79.7% | -39.2% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling