+287.7%
PSX vs BBAI
-76.7%
+364.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.3% | +4.4% | -0.9% |
| 7D | -7.8% | -8.3% | +0.5% | -7.8% |
| 30D | -9.9% | -2.9% | -6.9% | -9.9% |
| 3M | +16.9% | -28.2% | +45.1% | +17.1% |
| 6M | +48.0% | -44.5% | +92.5% | +48.3% |
| YTD | +98.3% | -57.0% | +155.4% | +99.0% |
| 1Y | +86.2% | -59.4% | +145.5% | +86.7% |
| 3Y | +144.0% | +48.7% | +95.3% | +142.1% |
| 5Y | +287.7% | -76.8% | +364.5% | +275.4% |
| All | +287.7% | -76.7% | +364.4% | +275.4% |
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