+19.9%
XBI vs BBAI
-70.8%
+90.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.5% |
| 7D | -4.6% | -1.7% | -2.9% | -4.6% |
| 30D | -2.0% | -12.0% | +10.0% | -1.5% |
| 3M | +17.8% | -30.7% | +48.5% | +19.3% |
| 6M | +23.7% | -30.7% | +54.4% | +25.1% |
| YTD | +28.2% | -46.9% | +75.1% | +30.6% |
| 1Y | +64.0% | -41.1% | +105.0% | +65.5% |
| 3Y | +99.4% | +65.9% | +33.5% | +87.3% |
| All | +19.9% | -70.8% | +90.7% | +17.1% |
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