+80.4%
XLF vs BBAI
-71.3%
+151.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.6% |
| 7D | -1.5% | -1.7% | +0.2% | -1.4% |
| 30D | -1.2% | -12.0% | +10.8% | -1.0% |
| 3M | +9.2% | -30.7% | +39.9% | +9.6% |
| 6M | +16.3% | -30.7% | +47.0% | +16.7% |
| YTD | +5.4% | -46.9% | +52.3% | +6.0% |
| 1Y | +7.6% | -41.1% | +48.7% | +7.9% |
| 3Y | +74.2% | +65.9% | +8.3% | +71.6% |
| 5Y | +66.1% | -70.9% | +137.0% | +63.2% |
| All | +80.4% | -71.3% | +151.7% | +77.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling