+52.0%
PPL vs BBAI
-77.8%
+129.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.4% | -14.6% | +15.0% | +0.4% |
| 30D | +5.4% | -11.6% | +17.0% | +5.5% |
| 3M | +4.3% | -26.2% | +30.5% | +4.3% |
| 6M | -1.3% | -49.2% | +47.9% | -1.3% |
| YTD | +4.7% | -58.9% | +63.6% | +4.7% |
| 1Y | +1.3% | -60.8% | +62.0% | +1.3% |
| 3Y | +57.2% | +51.0% | +6.2% | +57.2% |
| 5Y | +48.2% | -77.7% | +125.9% | +48.8% |
| All | +52.0% | -77.8% | +129.8% | +54.1% |
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