+127.1%
NI vs BBAI
-80.9%
+208.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.7% | +8.3% | +0.5% |
| 7D | +4.3% | -14.0% | +18.3% | +4.3% |
| 30D | +12.4% | -12.4% | +24.7% | +12.4% |
| 3M | +10.2% | -42.8% | +53.0% | +10.3% |
| 6M | -0.8% | -54.6% | +53.8% | -0.6% |
| YTD | +13.2% | -64.6% | +77.9% | +13.5% |
| 1Y | +10.1% | -69.9% | +79.9% | +10.3% |
| 3Y | +103.1% | +7.3% | +95.8% | +102.9% |
| 5Y | +115.5% | -80.8% | +196.4% | +113.3% |
| All | +127.1% | -80.9% | +208.0% | +126.3% |
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