-54.2%
W vs BBAI
-77.8%
+23.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -3.6% | -14.6% | +11.0% | -2.5% |
| 30D | +7.0% | -11.6% | +18.5% | +7.8% |
| 3M | +7.4% | -26.2% | +33.6% | +9.5% |
| 6M | +69.3% | -49.2% | +118.5% | +76.8% |
| YTD | +11.3% | -58.9% | +70.2% | +17.3% |
| 1Y | +13.2% | -60.8% | +74.0% | +19.1% |
| 3Y | +142.0% | +51.0% | +91.0% | +126.2% |
| All | -54.2% | -77.8% | +23.5% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling