+766.5%
PBR vs BBAI
-71.3%
+837.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -0.9% |
| 7D | +5.4% | -1.7% | +7.1% | +5.4% |
| 30D | +22.9% | -12.0% | +34.8% | +23.1% |
| 3M | +19.6% | -30.7% | +50.3% | +20.3% |
| 6M | +16.5% | -30.7% | +47.2% | +16.9% |
| YTD | +86.7% | -46.9% | +133.5% | +88.1% |
| 1Y | +74.7% | -41.1% | +115.8% | +75.3% |
| 3Y | +102.6% | +65.9% | +36.7% | +95.6% |
| 5Y | +566.6% | -70.9% | +637.4% | +541.3% |
| All | +766.5% | -71.3% | +837.8% | +734.8% |
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