+9.3%
PFE vs BBAI
-77.0%
+86.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.3% |
| 7D | -3.0% | -10.2% | +7.2% | -2.9% |
| 30D | +5.2% | 0.0% | +5.2% | +5.2% |
| 3M | +12.2% | -30.9% | +43.2% | +12.6% |
| 6M | +17.8% | -46.8% | +64.6% | +18.3% |
| YTD | +26.2% | -57.4% | +83.6% | +26.9% |
| 1Y | +23.2% | -62.0% | +85.2% | +23.9% |
| 3Y | +21.3% | +47.4% | -26.1% | +19.9% |
| 5Y | -23.1% | -77.0% | +53.9% | -22.7% |
| All | +9.3% | -77.0% | +86.3% | +10.1% |
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