+167.2%
NTRS vs BBAI
+64.9%
+102.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +1.0% |
| 7D | +1.4% | -1.7% | +3.1% | +1.5% |
| 30D | -0.7% | -12.0% | +11.3% | 0.0% |
| 3M | +11.3% | -30.7% | +42.0% | +13.3% |
| 6M | +35.5% | -30.7% | +66.2% | +37.4% |
| YTD | +40.6% | -46.9% | +87.4% | +44.0% |
| 1Y | +49.2% | -41.1% | +90.3% | +51.2% |
| 3Y | +167.2% | +65.9% | +101.3% | +125.4% |
| All | +167.2% | +64.9% | +102.3% | +125.4% |
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