+103.5%
NU vs BBAI
+62.1%
+41.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -4.2% | -5.4% | +1.2% | -3.7% |
| 30D | +10.0% | -15.3% | +25.4% | +11.8% |
| 3M | +29.3% | -29.9% | +59.1% | +33.5% |
| 6M | +0.9% | -30.7% | +31.7% | +3.8% |
| YTD | -10.3% | -47.8% | +37.5% | -5.7% |
| 1Y | -3.2% | -40.4% | +37.2% | -1.0% |
| All | +103.5% | +62.1% | +41.5% | +67.1% |
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