+290.0%
PSX vs BBAI
-71.7%
+361.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.6% |
| 7D | +1.8% | -4.1% | +5.9% | +1.9% |
| 30D | +21.6% | -12.4% | +34.0% | +21.7% |
| 3M | +46.5% | -29.1% | +75.5% | +46.7% |
| 6M | +62.0% | -32.6% | +94.6% | +62.2% |
| YTD | +106.3% | -47.6% | +153.9% | +106.8% |
| 1Y | +103.0% | -41.0% | +144.0% | +103.2% |
| 3Y | +135.5% | +67.5% | +68.1% | +133.5% |
| 5Y | +368.5% | -71.3% | +439.8% | +358.1% |
| All | +290.0% | -71.7% | +361.7% | +281.0% |
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