+26.1%
NEE vs BBAI
-70.8%
+96.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.1% | -1.0% | +2.1% | +1.1% |
| 30D | -0.2% | -10.7% | +10.5% | -0.2% |
| 3M | +0.5% | -32.3% | +32.8% | +0.6% |
| 6M | -6.5% | -31.3% | +24.8% | -6.5% |
| YTD | +6.7% | -45.9% | +52.6% | +6.7% |
| 1Y | +23.6% | -40.0% | +63.6% | +23.7% |
| 3Y | +37.1% | +72.8% | -35.7% | +36.8% |
| 5Y | +10.9% | -70.4% | +81.3% | +9.9% |
| All | +26.1% | -70.8% | +96.9% | +24.9% |
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