-11.7%
PTC vs BBAI
-71.7%
+60.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -3.2% |
| 7D | -13.6% | -4.1% | -9.5% | -13.5% |
| 30D | -14.7% | -12.4% | -2.3% | -14.4% |
| 3M | -5.9% | -29.1% | +23.2% | -5.3% |
| 6M | -21.1% | -32.6% | +11.5% | -20.7% |
| YTD | -26.0% | -47.6% | +21.6% | -25.3% |
| 1Y | -36.8% | -41.0% | +4.2% | -36.5% |
| 3Y | -10.3% | +67.5% | -77.7% | -13.3% |
| 5Y | +1.2% | -71.3% | +72.4% | -3.5% |
| All | -11.7% | -71.7% | +60.0% | -16.1% |
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