+14.8%
PCG vs BBAI
-77.0%
+91.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -1.0% |
| 7D | -2.2% | -10.2% | +7.9% | -2.1% |
| 30D | -0.5% | 0.0% | -0.5% | -0.5% |
| 3M | -24.0% | -30.9% | +7.0% | -23.7% |
| 6M | -18.6% | -46.8% | +28.1% | -18.2% |
| YTD | -17.7% | -57.4% | +39.7% | -17.1% |
| 1Y | -20.0% | -62.0% | +42.0% | -19.4% |
| 3Y | -20.2% | +47.4% | -67.7% | -21.4% |
| 5Y | +8.4% | -77.0% | +85.3% | +6.0% |
| All | +14.8% | -77.0% | +91.8% | +13.6% |
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 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