+51.7%
PPL vs BBAI
-76.8%
+128.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.3% | +5.4% | +0.1% |
| 7D | 0.0% | -8.3% | +8.3% | 0.0% |
| 30D | +4.3% | -2.9% | +7.2% | +4.3% |
| 3M | +2.9% | -28.2% | +31.1% | +2.9% |
| 6M | +1.1% | -44.5% | +45.6% | +1.1% |
| YTD | +4.5% | -57.0% | +61.5% | +4.5% |
| 1Y | +0.1% | -59.4% | +59.5% | +0.1% |
| 3Y | +55.7% | +48.7% | +7.0% | +55.7% |
| 5Y | +47.6% | -76.8% | +124.4% | +48.0% |
| All | +51.7% | -76.8% | +128.5% | +53.8% |
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