+124.8%
PFG vs BBAI
-80.9%
+205.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.7% | +8.2% | +0.6% |
| 7D | +2.4% | -14.0% | +16.3% | +2.6% |
| 30D | +5.9% | -12.4% | +18.2% | +6.0% |
| 3M | -0.4% | -42.8% | +42.4% | +0.2% |
| 6M | +14.8% | -54.6% | +69.5% | +15.9% |
| YTD | +31.9% | -64.6% | +96.5% | +33.3% |
| 1Y | +38.8% | -69.9% | +108.7% | +40.4% |
| 3Y | +82.4% | +7.3% | +75.1% | +81.3% |
| 5Y | +94.7% | -80.8% | +175.5% | +93.4% |
| All | +124.8% | -80.9% | +205.7% | +124.8% |
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