+53.3%
NVS vs BBAI
+64.9%
-11.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.2% |
| 7D | -14.3% | -1.7% | -12.6% | -14.3% |
| 30D | -10.0% | -12.0% | +2.0% | -9.9% |
| 3M | -10.9% | -30.7% | +19.8% | -10.6% |
| 6M | -12.0% | -30.7% | +18.7% | -11.8% |
| YTD | +2.5% | -46.9% | +49.4% | +2.9% |
| 1Y | +10.7% | -41.1% | +51.7% | +10.8% |
| 3Y | +53.3% | +65.9% | -12.6% | +51.1% |
| All | +53.3% | +64.9% | -11.6% | +51.1% |
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