+253.8%
PH vs BBAI
-70.3%
+324.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.6% |
| 3M | +8.5% | -32.3% | +40.7% | +9.2% |
| 6M | +3.9% | -31.3% | +35.2% | +4.4% |
| YTD | +9.4% | -45.9% | +55.3% | +10.4% |
| 1Y | +26.8% | -40.0% | +66.8% | +27.2% |
| 3Y | +140.8% | +72.8% | +68.0% | +132.9% |
| 5Y | +253.8% | -70.4% | +324.1% | +219.0% |
| All | +253.8% | -70.3% | +324.1% | +219.0% |
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 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