+15.2%
PLD vs BBAI
-70.3%
+85.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.7% |
| 7D | -2.4% | -4.3% | +1.9% | -2.3% |
| 30D | -2.4% | -3.6% | +1.2% | -2.4% |
| 3M | -3.8% | -38.8% | +35.0% | -3.2% |
| 6M | 0.0% | -23.8% | +23.8% | +0.2% |
| YTD | +9.2% | -45.9% | +55.2% | +9.8% |
| 1Y | +25.9% | -40.8% | +66.7% | +26.2% |
| 3Y | +21.3% | +69.8% | -48.5% | +18.2% |
| All | +15.2% | -70.3% | +85.5% | +10.4% |
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