+152.7%
PSLV vs BBAI
-70.8%
+223.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.3% |
| 7D | -3.5% | -1.7% | -1.7% | -3.4% |
| 30D | -2.1% | -12.0% | +9.8% | -1.9% |
| 3M | -1.6% | -30.7% | +29.0% | -1.0% |
| 6M | -25.5% | -30.7% | +5.2% | -25.0% |
| YTD | -11.4% | -46.9% | +35.4% | -10.5% |
| 1Y | +48.6% | -41.1% | +89.6% | +49.7% |
| 3Y | +166.9% | +65.9% | +101.0% | +164.1% |
| All | +152.7% | -70.8% | +223.5% | +150.5% |
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