+226.8%
PH vs BBAI
-77.0%
+303.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.8% |
| 7D | +6.9% | -10.2% | +17.0% | +7.1% |
| 30D | +1.7% | 0.0% | +1.7% | +1.6% |
| 3M | -8.1% | -30.9% | +22.8% | -7.5% |
| 6M | +11.5% | -46.8% | +58.3% | +12.7% |
| YTD | +11.4% | -57.4% | +68.8% | +12.8% |
| 1Y | +14.1% | -62.0% | +76.1% | +15.7% |
| 3Y | +138.2% | +47.4% | +90.8% | +131.4% |
| 5Y | +216.0% | -77.0% | +292.9% | +185.8% |
| All | +226.8% | -77.0% | +303.8% | +198.6% |
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