+54.3%
PTC vs BBAI
-77.8%
+132.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.2% | -14.6% | +14.4% | +0.1% |
| 30D | +0.8% | -11.6% | +12.3% | +1.0% |
| 3M | +32.1% | -26.2% | +58.4% | +32.8% |
| 6M | +42.6% | -49.2% | +91.8% | +44.4% |
| YTD | +12.0% | -58.9% | +70.9% | +13.6% |
| 1Y | +12.2% | -60.8% | +72.9% | +13.7% |
| 3Y | +31.2% | +51.0% | -19.8% | +27.2% |
| All | +54.3% | -77.8% | +132.1% | +48.3% |
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