+48.8%
XHB vs BBAI
-70.8%
+119.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.0% |
| 7D | -1.3% | -4.3% | +3.0% | -1.2% |
| 30D | -6.9% | -3.6% | -3.3% | -6.8% |
| 3M | -1.3% | -38.8% | +37.5% | -0.5% |
| 6M | -6.8% | -23.8% | +17.0% | -6.5% |
| YTD | +0.7% | -45.9% | +46.7% | +1.5% |
| 1Y | -11.2% | -40.8% | +29.5% | -10.9% |
| 3Y | +25.3% | +69.8% | -44.4% | +22.2% |
| 5Y | +37.3% | -70.3% | +107.6% | +30.5% |
| All | +48.8% | -70.8% | +119.6% | +41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling