-59.8%
NIO vs BBAI
+24.0%
-83.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -7.7% | +2.8% | -3.9% |
| 7D | -14.5% | -14.0% | -0.5% | -12.8% |
| 30D | -15.0% | -12.4% | -2.6% | -13.7% |
| 3M | -35.6% | -42.8% | +7.3% | -31.2% |
| 6M | -55.7% | -54.6% | -1.0% | -51.5% |
| YTD | -43.1% | -64.6% | +21.5% | -36.8% |
| 1Y | -53.5% | -69.9% | +16.3% | -47.6% |
| 3Y | -59.8% | +7.3% | -67.1% | -72.8% |
| All | -59.8% | +24.0% | -83.9% | -72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling