+21.0%
PFE vs BBAI
+24.0%
-3.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.7% | +7.9% | +0.3% |
| 7D | -1.7% | -14.0% | +12.3% | -1.5% |
| 30D | +0.3% | -12.4% | +12.7% | +0.5% |
| 3M | +9.4% | -42.8% | +52.2% | +10.4% |
| 6M | +14.9% | -54.6% | +69.5% | +16.3% |
| YTD | +23.8% | -64.6% | +88.4% | +25.6% |
| 1Y | +19.5% | -69.9% | +89.4% | +21.4% |
| 3Y | +21.0% | +7.3% | +13.7% | +21.7% |
| All | +21.0% | +24.0% | -3.0% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling