+279.4%
WAB vs BBAI
-80.9%
+360.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.7% | +6.9% | -0.7% |
| 7D | +5.1% | -14.0% | +19.0% | +5.3% |
| 30D | +4.0% | -12.4% | +16.4% | +4.2% |
| 3M | +0.1% | -42.8% | +42.9% | +1.0% |
| 6M | +12.8% | -54.6% | +67.4% | +14.2% |
| YTD | +40.1% | -64.6% | +104.7% | +42.1% |
| 1Y | +46.4% | -69.9% | +116.2% | +48.8% |
| 3Y | +167.4% | +7.3% | +160.1% | +162.5% |
| 5Y | +215.0% | -80.8% | +295.9% | +204.3% |
| All | +279.4% | -80.9% | +360.3% | +265.5% |
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