+44.2%
XLU vs BBAI
-70.8%
+115.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.3% |
| 7D | -1.6% | -1.7% | +0.1% | -1.6% |
| 30D | -3.3% | -12.0% | +8.7% | -3.3% |
| 3M | -3.2% | -30.7% | +27.5% | -3.1% |
| 6M | -7.0% | -30.7% | +23.7% | -6.9% |
| YTD | +0.6% | -46.9% | +47.5% | +0.7% |
| 1Y | +2.4% | -41.1% | +43.5% | +2.5% |
| 3Y | +46.3% | +65.9% | -19.6% | +46.4% |
| All | +44.2% | -70.8% | +115.0% | +43.1% |
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