+131.9%
PFGC vs BBAI
-77.0%
+208.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.2% |
| 7D | +1.5% | -10.2% | +11.7% | +1.6% |
| 30D | +17.4% | 0.0% | +17.4% | +17.4% |
| 3M | -2.4% | -30.9% | +28.5% | -2.1% |
| 6M | +18.2% | -46.8% | +65.0% | +18.9% |
| YTD | +23.7% | -57.4% | +81.1% | +24.5% |
| 1Y | +15.0% | -62.0% | +77.0% | +15.8% |
| 3Y | +82.3% | +47.4% | +34.9% | +79.8% |
| 5Y | +131.9% | -77.0% | +208.9% | +141.9% |
| All | +131.9% | -77.0% | +208.9% | +141.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling