+16.7%
NWSA vs BBAI
-71.8%
+88.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | -4.8% | -5.4% | +0.6% | -4.7% |
| 30D | +3.0% | -15.3% | +18.3% | +3.2% |
| 3M | +9.3% | -29.9% | +39.2% | +9.8% |
| 6M | +23.2% | -30.7% | +53.9% | +23.6% |
| YTD | +13.3% | -47.8% | +61.1% | +14.1% |
| 1Y | +2.9% | -40.4% | +43.3% | +3.1% |
| 3Y | +43.3% | +66.9% | -23.5% | +39.6% |
| 5Y | +40.9% | -71.4% | +112.3% | +37.1% |
| All | +16.7% | -71.8% | +88.5% | +13.7% |
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