+363.8%
PSX vs BBAI
-70.3%
+434.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.8% | -1.0% | +3.8% | +2.8% |
| 30D | +27.8% | -10.7% | +38.5% | +27.8% |
| 3M | +42.0% | -32.3% | +74.3% | +42.3% |
| 6M | +58.1% | -31.3% | +89.4% | +58.3% |
| YTD | +105.0% | -45.9% | +151.0% | +105.5% |
| 1Y | +104.9% | -40.0% | +145.0% | +105.1% |
| 3Y | +134.1% | +72.8% | +61.3% | +132.1% |
| 5Y | +363.8% | -70.4% | +434.2% | +358.2% |
| All | +363.8% | -70.3% | +434.1% | +358.2% |
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