-65.2%
XYZ vs BBAI
-70.8%
+5.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +2.9% | -1.0% | +3.9% | +2.9% |
| 30D | +1.4% | -10.7% | +12.1% | +1.8% |
| 3M | +14.6% | -32.3% | +46.8% | +16.2% |
| 6M | +20.8% | -31.3% | +52.1% | +22.2% |
| YTD | +23.1% | -45.9% | +69.0% | +25.4% |
| 1Y | +5.6% | -40.0% | +45.7% | +6.9% |
| 3Y | +50.9% | +72.8% | -21.9% | +45.6% |
| 5Y | -68.6% | -70.4% | +1.8% | -68.1% |
| All | -65.2% | -70.8% | +5.6% | -65.2% |
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