+252.8%
FN vs BBAI
-77.8%
+330.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | 0.0% | +11.7% | +11.7% |
| 7D | 0.0% | -14.6% | +14.6% | +0.6% |
| 30D | -34.3% | -11.6% | -22.8% | -34.0% |
| 3M | -39.9% | -26.2% | -13.6% | -39.2% |
| 6M | -51.8% | -49.2% | -2.6% | -50.6% |
| YTD | -28.1% | -58.9% | +30.7% | -26.1% |
| 1Y | -29.1% | -60.8% | +31.7% | -27.0% |
| 3Y | +102.4% | +51.0% | +51.4% | +100.3% |
| 5Y | +171.7% | -77.7% | +249.3% | +171.8% |
| All | +252.8% | -77.8% | +330.6% | +255.4% |
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