+34.2%
PTC vs BBAI
-75.5%
+109.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +10.4% | -10.0% | +0.2% |
| 7D | +0.8% | -5.0% | +5.8% | +0.9% |
| 30D | +0.7% | +2.5% | -1.8% | +0.6% |
| 3M | +32.6% | -25.1% | +57.7% | +33.3% |
| 6M | +33.6% | -41.4% | +75.0% | +34.8% |
| YTD | +12.4% | -54.6% | +67.1% | +13.8% |
| 1Y | +11.2% | -56.9% | +68.1% | +12.5% |
| 3Y | +31.7% | +59.1% | -27.4% | +27.4% |
| 5Y | +60.1% | -75.4% | +135.5% | +54.5% |
| All | +34.2% | -75.5% | +109.7% | +27.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling