+7.0%
PFE vs BBAI
-79.3%
+86.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -10.0% | +7.9% | -2.0% |
| 7D | -2.1% | -6.8% | +4.7% | -2.1% |
| 30D | +3.1% | -13.4% | +16.5% | +3.2% |
| 3M | +11.2% | -36.5% | +47.7% | +11.6% |
| 6M | +15.0% | -50.6% | +65.6% | +15.6% |
| YTD | +23.5% | -61.7% | +85.2% | +24.3% |
| 1Y | +18.9% | -71.1% | +90.0% | +19.9% |
| 3Y | +18.7% | +32.7% | -14.0% | +17.5% |
| 5Y | -24.0% | -79.2% | +55.2% | -23.6% |
| All | +7.0% | -79.3% | +86.3% | +7.9% |
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