+32.8%
PM vs BBAI
-72.7%
+105.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.7% | +8.9% | +0.8% |
| 7D | +0.5% | -14.0% | +14.5% | -0.1% |
| 30D | -3.2% | -12.4% | +9.2% | -3.4% |
| 3M | +6.2% | -42.8% | +49.0% | +3.9% |
| 6M | +7.7% | -54.6% | +62.3% | +4.9% |
| YTD | +27.3% | -64.6% | +91.9% | +22.7% |
| 1Y | +32.8% | -69.9% | +102.6% | +26.9% |
| All | +32.8% | -72.7% | +105.5% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling