+53.9%
XLV vs BBAI
-71.8%
+125.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -4.4% | -5.4% | +1.0% | -4.4% |
| 30D | -1.4% | -15.3% | +13.9% | -1.3% |
| 3M | +8.9% | -29.9% | +38.7% | +9.0% |
| 6M | +9.1% | -30.7% | +39.8% | +9.2% |
| YTD | +7.9% | -47.8% | +55.7% | +8.2% |
| 1Y | +22.7% | -40.4% | +63.1% | +22.9% |
| 3Y | +31.9% | +66.9% | -35.0% | +31.1% |
| 5Y | +34.9% | -71.4% | +106.2% | +35.0% |
| All | +53.9% | -71.8% | +125.7% | +54.4% |
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 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