+69.7%
PFG vs BBAI
+79.7%
-10.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +6.0% | -1.0% | +7.0% | +6.0% |
| 30D | +2.2% | -10.7% | +12.9% | +2.7% |
| 3M | +10.4% | -32.3% | +42.6% | +12.2% |
| 6M | +27.8% | -31.3% | +59.1% | +29.3% |
| YTD | +33.6% | -45.9% | +79.6% | +36.3% |
| 1Y | +49.3% | -40.0% | +89.3% | +50.6% |
| 3Y | +69.7% | +72.8% | -3.0% | +46.5% |
| All | +69.7% | +79.7% | -10.0% | +46.5% |
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