-35.1%
ZBH vs BBAI
-70.8%
+35.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.2% | -0.9% |
| 7D | -2.8% | -4.3% | +1.4% | -2.8% |
| 30D | -0.1% | -3.6% | +3.5% | -0.1% |
| 3M | +13.4% | -38.8% | +52.2% | +13.7% |
| 6M | +3.0% | -23.8% | +26.7% | +3.0% |
| YTD | +9.7% | -45.9% | +55.6% | +9.9% |
| 1Y | -5.4% | -40.8% | +35.4% | -5.4% |
| 3Y | -15.6% | +69.8% | -85.3% | -16.9% |
| 5Y | -28.1% | -70.3% | +42.2% | -25.2% |
| All | -35.1% | -70.8% | +35.7% | -32.1% |
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