+24.0%
NEE vs BBAI
-71.8%
+95.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -1.9% | -5.4% | +3.4% | -1.9% |
| 30D | -3.1% | -15.3% | +12.2% | -3.1% |
| 3M | -2.4% | -29.9% | +27.4% | -2.4% |
| 6M | -8.6% | -30.7% | +22.1% | -8.6% |
| YTD | +4.9% | -47.8% | +52.7% | +5.0% |
| 1Y | +19.4% | -40.4% | +59.8% | +19.4% |
| 3Y | +34.9% | +66.9% | -32.0% | +34.5% |
| 5Y | +11.0% | -71.4% | +82.4% | +10.0% |
| All | +24.0% | -71.8% | +95.8% | +22.8% |
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