+47.9%
XHB vs BBAI
-80.9%
+128.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.7% | +8.5% | +0.9% |
| 7D | -0.2% | -14.0% | +13.7% | +0.1% |
| 30D | +9.9% | -12.4% | +22.3% | +10.2% |
| 3M | -6.3% | -42.8% | +36.5% | -5.4% |
| 6M | +3.8% | -54.6% | +58.5% | +5.1% |
| YTD | +0.1% | -64.6% | +64.8% | +1.6% |
| 1Y | -0.8% | -69.9% | +69.1% | +0.8% |
| 3Y | +35.6% | +7.3% | +28.3% | +33.3% |
| 5Y | +29.6% | -80.8% | +110.4% | +23.9% |
| All | +47.9% | -80.9% | +128.8% | +41.6% |
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