-21.5%
PFE vs BBAI
-77.8%
+56.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -3.7% | -14.6% | +10.9% | -3.6% |
| 30D | +5.0% | -11.6% | +16.5% | +5.1% |
| 3M | +12.2% | -26.2% | +38.4% | +12.4% |
| 6M | +14.6% | -49.2% | +63.8% | +15.2% |
| YTD | +24.1% | -58.9% | +83.0% | +24.9% |
| 1Y | +26.6% | -60.8% | +87.3% | +27.3% |
| 3Y | +14.3% | +51.0% | -36.7% | +13.0% |
| All | -21.5% | -77.8% | +56.3% | -21.0% |
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