-52.7%
FND vs BBAI
-71.8%
+19.1%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -5.1% | -5.4% | +0.3% | -4.9% |
| 30D | -22.5% | -15.3% | -7.2% | -22.1% |
| 3M | -5.0% | -29.9% | +24.8% | -4.0% |
| 6M | -21.5% | -30.7% | +9.2% | -20.8% |
| YTD | -23.0% | -47.8% | +24.8% | -21.7% |
| 1Y | -44.9% | -40.4% | -4.5% | -44.4% |
| 3Y | -50.0% | +66.9% | -116.9% | -52.2% |
| 5Y | -63.3% | -71.4% | +8.0% | -64.3% |
| All | -52.7% | -71.8% | +19.1% | -54.2% |
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