+222.9%
WAB vs BB
-25.5%
+248.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.2% |
| 7D | +0.2% | +1.8% | -1.6% | 0.0% |
| 30D | -4.6% | -12.2% | +7.7% | -3.0% |
| 3M | +5.6% | -12.3% | +18.0% | +6.2% |
| 6M | +13.8% | +122.7% | -108.9% | -2.1% |
| YTD | +31.9% | +104.5% | -72.6% | +14.8% |
| 1Y | +48.3% | +106.7% | -58.4% | +28.2% |
| 3Y | +167.1% | +70.0% | +97.2% | +127.8% |
| 5Y | +222.9% | -27.8% | +250.6% | +217.7% |
| All | +222.9% | -25.5% | +248.4% | +217.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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