+66.4%
PBR vs BBAI
+24.0%
+42.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.7% | +9.1% | +1.5% |
| 7D | -1.0% | -14.0% | +12.9% | -0.7% |
| 30D | -29.3% | -12.4% | -16.9% | -29.1% |
| 3M | +5.5% | -42.8% | +48.3% | +6.8% |
| 6M | -2.9% | -54.6% | +51.7% | -1.2% |
| YTD | +61.5% | -64.6% | +126.1% | +65.1% |
| 1Y | +46.9% | -69.9% | +116.7% | +50.7% |
| 3Y | +66.4% | +7.3% | +59.1% | +51.2% |
| All | +66.4% | +24.0% | +42.4% | +51.2% |
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