+10.1%
NEE vs BBAI
-71.3%
+81.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.4% |
| 7D | -0.5% | -4.1% | +3.5% | -0.5% |
| 30D | -1.7% | -12.4% | +10.7% | -1.7% |
| 3M | -1.8% | -29.1% | +27.2% | -1.8% |
| 6M | -8.8% | -32.6% | +23.8% | -8.8% |
| YTD | +5.2% | -47.6% | +52.8% | +5.2% |
| 1Y | +21.3% | -41.0% | +62.4% | +21.4% |
| 3Y | +35.2% | +67.5% | -32.3% | +34.8% |
| 5Y | +10.1% | -71.3% | +81.4% | +8.0% |
| All | +10.1% | -71.3% | +81.4% | +8.0% |
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 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