+41.5%
NU vs BBAI
-68.5%
+110.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.4% | -2.7% |
| 7D | -4.9% | -1.7% | -3.2% | -4.8% |
| 30D | +7.8% | -12.0% | +19.8% | +8.2% |
| 3M | +20.9% | -30.7% | +51.6% | +22.1% |
| 6M | +0.9% | -30.7% | +31.6% | +1.7% |
| YTD | -12.7% | -46.9% | +34.2% | -11.5% |
| 1Y | -6.4% | -41.1% | +34.7% | -5.7% |
| 3Y | +98.1% | +65.9% | +32.2% | +93.5% |
| All | +41.5% | -68.5% | +110.1% | +51.9% |
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