+20.1%
NWSA vs BBAI
-80.9%
+101.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -7.7% | +10.4% | +2.8% |
| 7D | +2.2% | -14.0% | +16.2% | +2.4% |
| 30D | -8.8% | -12.4% | +3.6% | -8.6% |
| 3M | -6.5% | -42.8% | +36.3% | -5.8% |
| 6M | +1.5% | -54.6% | +56.1% | +2.5% |
| YTD | +4.0% | -64.6% | +68.7% | +5.3% |
| 1Y | +3.4% | -69.9% | +73.3% | +4.9% |
| 3Y | +34.8% | +7.3% | +27.5% | +32.2% |
| All | +20.1% | -80.9% | +101.0% | +16.6% |
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