+9.3%
PCG vs BBAI
-80.9%
+90.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -7.7% | +9.9% | +2.2% |
| 7D | +2.2% | -14.0% | +16.1% | +2.3% |
| 30D | +0.8% | -12.4% | +13.1% | +0.9% |
| 3M | -23.8% | -42.8% | +19.0% | -23.4% |
| 6M | -19.6% | -54.6% | +35.0% | -19.1% |
| YTD | -16.7% | -64.6% | +47.9% | -16.0% |
| 1Y | -19.4% | -69.9% | +50.5% | -18.6% |
| 3Y | -18.3% | +7.3% | -25.6% | -19.3% |
| All | +9.3% | -80.9% | +90.2% | +7.6% |
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