+39.5%
PL vs BBAI
-80.4%
+119.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.7% | +7.1% | 0.0% |
| 7D | +10.0% | -14.0% | +24.0% | +11.4% |
| 30D | -2.3% | -12.4% | +10.1% | -1.2% |
| 3M | -44.2% | -42.8% | -1.4% | -41.6% |
| 6M | -66.1% | -54.6% | -11.5% | -63.8% |
| YTD | -30.0% | -64.6% | +34.7% | -23.9% |
| 1Y | +21.0% | -69.9% | +90.9% | +32.9% |
| 3Y | +516.5% | +7.3% | +509.2% | +511.9% |
| 5Y | +32.0% | -80.8% | +112.9% | +58.2% |
| All | +39.5% | -80.4% | +119.9% | +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