+256.6%
NRG vs BBAI
-71.7%
+328.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -3.5% |
| 7D | +3.9% | -4.1% | +7.9% | +4.0% |
| 30D | -3.0% | -12.4% | +9.4% | -2.6% |
| 3M | -10.9% | -29.1% | +18.2% | -10.1% |
| 6M | -25.3% | -32.6% | +7.3% | -24.6% |
| YTD | -26.8% | -47.6% | +20.8% | -25.8% |
| 1Y | -23.3% | -41.0% | +17.7% | -22.6% |
| 3Y | +208.6% | +67.5% | +141.2% | +202.1% |
| 5Y | +194.1% | -71.3% | +265.4% | +193.4% |
| All | +256.6% | -71.7% | +328.3% | +256.0% |
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