+73.0%
XLF vs BBAI
+62.1%
+11.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -2.9% | -5.4% | +2.5% | -2.7% |
| 30D | -1.6% | -15.3% | +13.7% | -1.1% |
| 3M | +9.3% | -29.9% | +39.1% | +10.4% |
| 6M | +14.6% | -30.7% | +45.3% | +15.5% |
| YTD | +4.7% | -47.8% | +52.5% | +6.3% |
| 1Y | +8.6% | -40.4% | +49.0% | +9.4% |
| All | +73.0% | +62.1% | +11.0% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling