+250.7%
NRG vs BBAI
-71.3%
+322.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.6% |
| 7D | -4.7% | -1.7% | -3.0% | -4.6% |
| 30D | -6.0% | -12.0% | +6.0% | -5.6% |
| 3M | -8.0% | -30.7% | +22.7% | -7.1% |
| 6M | -23.2% | -30.7% | +7.5% | -22.6% |
| YTD | -28.1% | -46.9% | +18.8% | -27.1% |
| 1Y | -27.3% | -41.1% | +13.8% | -26.6% |
| 3Y | +208.7% | +65.9% | +142.8% | +202.1% |
| 5Y | +197.7% | -70.9% | +268.5% | +196.8% |
| All | +250.7% | -71.3% | +322.0% | +249.9% |
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