+140.8%
PH vs BBAI
+79.7%
+61.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.4% | -1.0% | +1.4% | +0.4% |
| 30D | -10.8% | -10.7% | -0.1% | -10.3% |
| 3M | +8.5% | -32.3% | +40.7% | +10.4% |
| 6M | +3.9% | -31.3% | +35.2% | +5.2% |
| YTD | +9.4% | -45.9% | +55.3% | +11.8% |
| 1Y | +26.8% | -40.0% | +66.8% | +27.6% |
| 3Y | +140.8% | +72.8% | +68.0% | +98.0% |
| All | +140.8% | +79.7% | +61.1% | +98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling