+40.4%
PL vs BBAI
-78.7%
+119.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -10.0% | +6.9% | -2.2% |
| 7D | +22.3% | -6.8% | +29.0% | +23.0% |
| 30D | -8.3% | -13.4% | +5.1% | -7.2% |
| 3M | -43.3% | -36.5% | -6.8% | -41.1% |
| 6M | -65.8% | -50.6% | -15.2% | -63.7% |
| YTD | -29.5% | -61.7% | +32.2% | -23.9% |
| 1Y | +11.7% | -71.1% | +82.9% | +22.8% |
| 3Y | +540.6% | +32.7% | +507.9% | +529.8% |
| 5Y | +32.9% | -79.2% | +112.1% | +58.2% |
| All | +40.4% | -78.7% | +119.1% | +65.7% |
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 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