-49.3%
FND vs BBAI
-70.8%
+21.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +1.8% |
| 7D | -5.2% | -4.3% | -1.0% | -5.1% |
| 30D | -19.9% | -3.6% | -16.2% | -19.8% |
| 3M | +2.7% | -38.8% | +41.5% | +4.2% |
| 6M | -21.7% | -23.8% | +2.1% | -21.2% |
| YTD | -17.5% | -45.9% | +28.4% | -16.2% |
| 1Y | -39.3% | -40.8% | +1.5% | -38.7% |
| 3Y | -49.8% | +69.8% | -119.5% | -52.0% |
| 5Y | -60.1% | -70.3% | +10.2% | -61.2% |
| All | -49.3% | -70.8% | +21.5% | -51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling