+80.4%
XLI vs BBAI
-71.4%
+151.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.7% |
| 7D | -2.3% | -5.4% | +3.1% | -2.2% |
| 30D | -8.2% | -15.3% | +7.2% | -7.9% |
| 3M | +0.8% | -29.9% | +30.6% | +1.2% |
| 6M | +0.8% | -30.7% | +31.6% | +1.2% |
| YTD | +10.5% | -47.8% | +58.3% | +11.2% |
| 1Y | +14.1% | -40.4% | +54.5% | +14.5% |
| 3Y | +68.6% | +66.9% | +1.7% | +65.9% |
| 5Y | +80.4% | -71.4% | +151.8% | +70.6% |
| All | +80.4% | -71.4% | +151.8% | +70.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling