+83.1%
XLF vs BBAI
-70.8%
+153.9%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.8% |
| 7D | 0.0% | -4.3% | +4.3% | +0.1% |
| 30D | +0.2% | -3.6% | +3.8% | +0.2% |
| 3M | +11.7% | -38.8% | +50.5% | +12.3% |
| 6M | +13.8% | -23.8% | +37.6% | +14.0% |
| YTD | +7.0% | -45.9% | +52.9% | +7.5% |
| 1Y | +9.1% | -40.8% | +49.9% | +9.4% |
| 3Y | +75.6% | +69.8% | +5.9% | +73.0% |
| 5Y | +66.4% | -70.3% | +136.8% | +63.4% |
| All | +83.1% | -70.8% | +153.9% | +80.3% |
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