+35.3%
WAT vs BBAI
-76.7%
+112.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.3% | +5.1% | -0.2% |
| 7D | +3.4% | -8.3% | +11.7% | +3.5% |
| 30D | +9.6% | -2.9% | +12.6% | +9.6% |
| 3M | +15.5% | -28.2% | +43.7% | +15.9% |
| 6M | +33.9% | -44.5% | +78.4% | +34.7% |
| YTD | +25.2% | -57.0% | +82.2% | +26.1% |
| 1Y | +26.3% | -59.4% | +85.6% | +27.2% |
| 3Y | +85.8% | +48.7% | +37.1% | +83.9% |
| 5Y | +35.3% | -76.8% | +112.0% | +39.8% |
| All | +35.3% | -76.7% | +112.0% | +39.8% |
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 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