+55.5%
XLU vs BBAI
-71.7%
+127.2%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -1.2% |
| 7D | +0.6% | -4.1% | +4.7% | +0.6% |
| 30D | -0.4% | -12.4% | +11.9% | -0.4% |
| 3M | -1.7% | -29.1% | +27.3% | -1.7% |
| 6M | -7.1% | -32.6% | +25.5% | -7.1% |
| YTD | +1.9% | -47.6% | +49.5% | +2.1% |
| 1Y | +6.1% | -41.0% | +47.2% | +6.2% |
| 3Y | +48.8% | +67.5% | -18.7% | +48.9% |
| 5Y | +43.8% | -71.3% | +115.1% | +43.1% |
| All | +55.5% | -71.7% | +127.2% | +55.1% |
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 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