-62.7%
XYZ vs BBAI
-77.0%
+14.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.2% |
| 7D | -2.2% | -10.2% | +8.0% | -1.8% |
| 30D | +11.6% | 0.0% | +11.6% | +11.5% |
| 3M | +8.4% | -30.9% | +39.3% | +9.9% |
| 6M | +17.2% | -46.8% | +63.9% | +19.8% |
| YTD | +31.7% | -57.4% | +89.1% | +35.4% |
| 1Y | +30.1% | -62.0% | +92.1% | +33.9% |
| 3Y | +66.4% | +47.4% | +19.0% | +62.0% |
| 5Y | -62.2% | -77.0% | +14.8% | -61.6% |
| All | -62.7% | -77.0% | +14.3% | -62.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling