+275.8%
FN vs BBAI
-76.8%
+352.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -5.3% | +0.5% | -4.5% |
| 7D | -4.1% | -8.3% | +4.2% | -3.7% |
| 30D | -28.3% | -2.9% | -25.4% | -28.2% |
| 3M | -33.9% | -28.2% | -5.7% | -33.0% |
| 6M | -43.9% | -44.5% | +0.6% | -42.7% |
| YTD | -23.4% | -57.0% | +33.6% | -21.4% |
| 1Y | -25.4% | -59.4% | +34.0% | -23.3% |
| 3Y | +107.9% | +48.7% | +59.2% | +105.4% |
| 5Y | +195.1% | -76.8% | +271.8% | +194.5% |
| All | +275.8% | -76.8% | +352.6% | +278.0% |
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