+107.8%
NTRS vs BBAI
-71.3%
+179.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +1.0% |
| 7D | +1.4% | -1.7% | +3.1% | +1.4% |
| 30D | -0.7% | -12.0% | +11.3% | -0.4% |
| 3M | +11.3% | -30.7% | +42.0% | +12.0% |
| 6M | +35.5% | -30.7% | +66.2% | +36.2% |
| YTD | +40.6% | -46.9% | +87.4% | +41.8% |
| 1Y | +49.2% | -41.1% | +90.3% | +50.0% |
| 3Y | +167.2% | +65.9% | +101.3% | +160.9% |
| 5Y | +94.9% | -70.9% | +165.8% | +86.8% |
| All | +107.8% | -71.3% | +179.1% | +100.6% |
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