+492.9%
PR vs BBAI
-77.8%
+570.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -16.4% | -14.6% | -1.8% | -16.1% |
| 30D | -1.9% | -11.6% | +9.7% | -1.7% |
| 3M | +8.0% | -26.2% | +34.2% | +8.6% |
| 6M | +4.1% | -49.2% | +53.3% | +5.6% |
| YTD | +58.7% | -58.9% | +117.6% | +61.4% |
| 1Y | +75.8% | -60.8% | +136.6% | +78.7% |
| 3Y | +73.2% | +51.0% | +22.1% | +65.1% |
| 5Y | +230.1% | -77.7% | +307.8% | +243.0% |
| All | +492.9% | -77.8% | +570.7% | +515.9% |
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 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