+26.8%
PL vs BBAI
-77.2%
+104.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | 0.0% | +10.4% | +10.4% |
| 7D | -6.8% | -14.6% | +7.8% | -5.6% |
| 30D | -29.3% | -11.6% | -17.7% | -28.6% |
| 3M | -44.8% | -26.2% | -18.5% | -43.4% |
| 6M | -68.4% | -49.2% | -19.2% | -66.5% |
| YTD | -36.4% | -58.9% | +22.5% | -31.7% |
| 1Y | +0.7% | -60.8% | +61.5% | +8.3% |
| 3Y | +455.3% | +51.0% | +404.3% | +442.0% |
| 5Y | +22.7% | -77.7% | +100.4% | +45.0% |
| All | +26.8% | -77.2% | +104.0% | +48.7% |
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