+41.0%
NWSA vs BBAI
-71.3%
+112.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -0.3% |
| 7D | -3.1% | -4.1% | +1.0% | -3.0% |
| 30D | +4.3% | -12.4% | +16.7% | +4.5% |
| 3M | +9.2% | -29.1% | +38.3% | +9.7% |
| 6M | +21.6% | -32.6% | +54.2% | +22.1% |
| YTD | +14.2% | -47.6% | +61.8% | +15.0% |
| 1Y | +1.8% | -41.0% | +42.8% | +2.0% |
| 3Y | +44.4% | +67.5% | -23.0% | +40.7% |
| 5Y | +41.0% | -71.3% | +112.2% | +36.4% |
| All | +41.0% | -71.3% | +112.2% | +36.4% |
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