+32.9%
XLV vs BBAI
-56.6%
+89.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.2% | +1.9% | +3.0% |
| 7D | +5.5% | +4.1% | +1.5% | +5.5% |
| 30D | +13.3% | -1.9% | +15.2% | +13.3% |
| 3M | +17.4% | -18.7% | +36.2% | +17.7% |
| 6M | +32.1% | -38.6% | +70.7% | +33.1% |
| YTD | +24.0% | -52.6% | +76.6% | +24.9% |
| 1Y | +32.9% | -55.3% | +88.2% | +33.4% |
| All | +32.9% | -56.6% | +89.5% | +33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling