+297.9%
FN vs BBAI
-77.0%
+374.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.7% | +5.9% |
| 7D | +8.0% | -10.2% | +18.2% | +8.6% |
| 30D | -19.1% | 0.0% | -19.1% | -19.1% |
| 3M | -29.8% | -30.9% | +1.1% | -28.8% |
| 6M | -43.2% | -46.8% | +3.6% | -41.9% |
| YTD | -18.9% | -57.4% | +38.5% | -16.7% |
| 1Y | -17.9% | -62.0% | +44.2% | -15.4% |
| 3Y | +120.1% | +47.4% | +72.7% | +117.6% |
| 5Y | +206.7% | -77.0% | +283.6% | +206.2% |
| All | +297.9% | -77.0% | +374.9% | +300.4% |
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