+63.7%
PFGC vs BBAI
-71.8%
+135.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.3% |
| 7D | -4.8% | -5.4% | +0.5% | -4.8% |
| 30D | -17.2% | -15.3% | -1.9% | -17.1% |
| 3M | -6.3% | -29.9% | +23.5% | -6.0% |
| 6M | +8.8% | -30.7% | +39.5% | +9.1% |
| YTD | +4.9% | -47.8% | +52.7% | +5.4% |
| 1Y | -9.5% | -40.4% | +30.9% | -9.3% |
| 3Y | +59.6% | +66.9% | -7.3% | +57.1% |
| 5Y | +113.5% | -71.4% | +184.9% | +115.4% |
| All | +63.7% | -71.8% | +135.5% | +63.4% |
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