+293.2%
PSX vs BBAI
-79.3%
+372.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -10.0% | +11.6% | +1.7% |
| 7D | +6.4% | -6.8% | +13.2% | +6.5% |
| 30D | -10.2% | -13.4% | +3.2% | -10.1% |
| 3M | +17.2% | -36.5% | +53.7% | +17.4% |
| 6M | +51.8% | -50.6% | +102.4% | +52.2% |
| YTD | +108.0% | -61.7% | +169.7% | +108.8% |
| 1Y | +96.1% | -71.1% | +167.3% | +97.1% |
| 3Y | +155.9% | +32.7% | +123.2% | +154.0% |
| 5Y | +306.9% | -79.2% | +386.2% | +302.2% |
| All | +293.2% | -79.3% | +372.5% | +284.6% |
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