+46.3%
PPL vs BBAI
-77.0%
+123.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -1.0% |
| 7D | -1.0% | -10.2% | +9.2% | -1.0% |
| 30D | +3.0% | 0.0% | +3.0% | +3.0% |
| 3M | +1.1% | -30.9% | +32.0% | +1.1% |
| 6M | -0.8% | -46.8% | +46.0% | -0.8% |
| YTD | +3.5% | -57.4% | +60.9% | +3.5% |
| 1Y | -0.9% | -62.0% | +61.1% | -0.9% |
| 3Y | +54.2% | +47.4% | +6.8% | +54.2% |
| 5Y | +46.3% | -77.0% | +123.3% | +48.7% |
| All | +46.3% | -77.0% | +123.3% | +48.7% |
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