-41.4%
NCLH vs BBAI
-70.8%
+29.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.6% |
| 7D | -4.8% | -1.7% | -3.1% | -4.7% |
| 30D | -21.7% | -12.0% | -9.7% | -21.2% |
| 3M | -22.2% | -30.7% | +8.4% | -21.0% |
| 6M | -27.5% | -30.7% | +3.1% | -26.6% |
| YTD | -33.6% | -46.9% | +13.2% | -32.1% |
| 1Y | -45.0% | -41.1% | -3.9% | -44.3% |
| 3Y | -11.0% | +65.9% | -76.9% | -16.8% |
| All | -41.4% | -70.8% | +29.4% | -50.6% |
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