+86.5%
XLI vs BBAI
-71.3%
+157.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +1.0% |
| 7D | -1.7% | -1.7% | +0.1% | -1.6% |
| 30D | -7.3% | -12.0% | +4.7% | -7.1% |
| 3M | -1.3% | -30.7% | +29.3% | -0.9% |
| 6M | +2.2% | -30.7% | +32.9% | +2.6% |
| YTD | +11.7% | -46.9% | +58.6% | +12.4% |
| 1Y | +14.3% | -41.1% | +55.3% | +14.7% |
| 3Y | +70.3% | +65.9% | +4.4% | +67.6% |
| 5Y | +82.3% | -70.9% | +153.2% | +74.5% |
| All | +86.5% | -71.3% | +157.8% | +79.0% |
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