-38.1%
ZBH vs BBAI
-71.3%
+33.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.6% | +1.1% |
| 7D | -4.7% | -1.7% | -3.0% | -4.7% |
| 30D | -4.5% | -12.0% | +7.5% | -4.5% |
| 3M | +7.6% | -30.7% | +38.2% | +7.7% |
| 6M | +0.3% | -30.7% | +31.0% | +0.4% |
| YTD | +4.5% | -46.9% | +51.4% | +4.7% |
| 1Y | -9.4% | -41.1% | +31.7% | -9.4% |
| 3Y | -21.5% | +65.9% | -87.4% | -22.7% |
| 5Y | -28.4% | -70.9% | +42.5% | -25.5% |
| All | -38.1% | -71.3% | +33.2% | -35.3% |
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