+1.7%
PFE vs BBAI
-70.8%
+72.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -2.7% | -1.0% | -1.6% | -2.7% |
| 30D | +3.8% | -10.7% | +14.6% | +3.9% |
| 3M | +10.4% | -32.3% | +42.6% | +10.7% |
| 6M | +6.3% | -31.3% | +37.6% | +6.5% |
| YTD | +17.4% | -45.9% | +63.3% | +17.8% |
| 1Y | +21.1% | -40.0% | +61.2% | +21.4% |
| 3Y | -1.6% | +72.8% | -74.4% | -2.9% |
| 5Y | -22.2% | -70.4% | +48.2% | -22.0% |
| All | +1.7% | -70.8% | +72.5% | +2.2% |
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 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