+102.9%
NI vs BBAI
-71.3%
+174.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | 0.0% |
| 7D | 0.0% | -1.7% | +1.8% | +0.1% |
| 30D | -1.4% | -12.0% | +10.6% | -1.4% |
| 3M | -10.6% | -30.7% | +20.1% | -10.5% |
| 6M | -9.3% | -30.7% | +21.4% | -9.3% |
| YTD | +1.1% | -46.9% | +48.0% | +1.3% |
| 1Y | +3.4% | -41.1% | +44.4% | +3.4% |
| 3Y | +67.9% | +65.9% | +2.0% | +67.6% |
| 5Y | +98.0% | -70.9% | +168.8% | +96.1% |
| All | +102.9% | -71.3% | +174.2% | +101.9% |
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 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