+39.5%
PL vs BBAI
-76.7%
+116.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.6% | -0.3% |
| 7D | +5.6% | -8.3% | +13.9% | +6.5% |
| 30D | -16.9% | -2.9% | -14.0% | -16.7% |
| 3M | -38.2% | -28.2% | -10.1% | -36.5% |
| 6M | -63.4% | -44.5% | -19.0% | -61.6% |
| YTD | -27.6% | -57.0% | +29.4% | -22.6% |
| 1Y | +6.6% | -59.4% | +65.9% | +14.3% |
| 3Y | +557.6% | +48.7% | +508.9% | +540.6% |
| 5Y | +39.5% | -76.8% | +116.2% | +74.4% |
| All | +39.5% | -76.7% | +116.2% | +74.4% |
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