+85.4%
PFG vs BBAI
+51.6%
+33.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.3% | +5.8% | +0.8% |
| 7D | +3.0% | -8.3% | +11.3% | +3.3% |
| 30D | +8.2% | -2.9% | +11.1% | +8.2% |
| 3M | +2.7% | -28.2% | +30.9% | +4.0% |
| 6M | +17.2% | -44.5% | +61.7% | +19.7% |
| YTD | +34.8% | -57.0% | +91.8% | +38.5% |
| 1Y | +43.6% | -59.4% | +102.9% | +47.5% |
| 3Y | +85.4% | +48.7% | +36.7% | +70.5% |
| All | +85.4% | +51.6% | +33.8% | +70.5% |
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