+71.1%
PFGC vs BBAI
-70.8%
+141.9%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.5% |
| 7D | -2.2% | -4.3% | +2.1% | -2.2% |
| 30D | -11.9% | -3.6% | -8.3% | -11.9% |
| 3M | +5.0% | -38.8% | +43.8% | +5.5% |
| 6M | +8.6% | -23.8% | +32.4% | +8.8% |
| YTD | +9.7% | -45.9% | +55.6% | +10.2% |
| 1Y | -6.3% | -40.8% | +34.5% | -6.1% |
| 3Y | +58.2% | +69.8% | -11.6% | +55.7% |
| 5Y | +110.4% | -70.3% | +180.8% | +112.2% |
| All | +71.1% | -70.8% | +141.9% | +70.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling