+37.1%
PFG vs BBAI
-67.7%
+104.7%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -10.0% | +8.5% | -0.7% |
| 7D | +0.1% | -6.8% | +6.9% | +0.6% |
| 30D | +5.0% | -13.4% | +18.3% | +5.9% |
| 3M | +0.1% | -36.5% | +36.6% | +2.9% |
| 6M | +13.8% | -50.6% | +64.4% | +18.4% |
| YTD | +31.2% | -61.7% | +92.9% | +37.2% |
| 1Y | +37.1% | -71.1% | +108.2% | +46.0% |
| All | +37.1% | -67.7% | +104.7% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling