+221.7%
PH vs BBAI
-80.9%
+302.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.7% | +7.7% | +0.1% |
| 7D | +4.3% | -14.0% | +18.3% | +4.7% |
| 30D | +0.1% | -12.4% | +12.5% | +0.4% |
| 3M | -9.4% | -42.8% | +33.4% | -8.4% |
| 6M | +8.8% | -54.6% | +63.4% | +10.3% |
| YTD | +9.6% | -64.6% | +74.3% | +11.4% |
| 1Y | +14.4% | -69.9% | +84.3% | +16.6% |
| 3Y | +134.5% | +7.3% | +127.2% | +129.0% |
| 5Y | +204.4% | -80.8% | +285.3% | +176.4% |
| All | +221.7% | -80.9% | +302.6% | +195.1% |
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