+175.6%
FN vs BBAI
-80.9%
+256.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -7.7% | +0.4% | -7.0% |
| 7D | +0.3% | -14.0% | +14.2% | +0.9% |
| 30D | -16.5% | -12.4% | -4.1% | -16.0% |
| 3M | -42.1% | -42.8% | +0.7% | -40.8% |
| 6M | -52.9% | -54.6% | +1.8% | -51.5% |
| YTD | -28.0% | -64.6% | +36.7% | -25.4% |
| 1Y | -18.5% | -69.9% | +51.4% | -15.3% |
| 3Y | +93.9% | +7.3% | +86.6% | +93.3% |
| All | +175.6% | -80.9% | +256.5% | +175.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling