+83.0%
PL vs BBAI
-70.0%
+153.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.8% | -1.1% |
| 7D | -9.3% | -4.3% | -5.0% | -9.0% |
| 30D | -18.9% | -3.6% | -15.3% | -18.7% |
| 3M | -58.4% | -38.8% | -19.6% | -56.6% |
| 6M | -30.3% | -23.8% | -6.5% | -28.6% |
| YTD | -8.1% | -45.9% | +37.8% | -3.5% |
| 1Y | +180.5% | -40.8% | +221.3% | +192.3% |
| 3Y | +444.1% | +69.8% | +374.4% | +420.5% |
| 5Y | +83.0% | -70.3% | +153.4% | +110.9% |
| All | +83.0% | -70.0% | +153.0% | +110.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling