+145.1%
NUE vs BBAI
-71.4%
+216.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | -2.7% | -5.4% | +2.7% | -2.5% |
| 30D | -6.1% | -15.3% | +9.3% | -5.7% |
| 3M | +2.2% | -29.9% | +32.1% | +3.0% |
| 6M | +50.8% | -30.7% | +81.5% | +51.7% |
| YTD | +57.5% | -47.8% | +105.3% | +59.3% |
| 1Y | +82.5% | -40.4% | +122.8% | +83.5% |
| 3Y | +61.7% | +66.9% | -5.2% | +55.4% |
| 5Y | +145.1% | -71.4% | +216.5% | +144.3% |
| All | +145.1% | -71.4% | +216.6% | +144.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling