-5.1%
WAT vs BBAI
-70.3%
+65.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -0.7% | -1.0% | +0.3% | -0.7% |
| 30D | -1.0% | -10.7% | +9.7% | -0.8% |
| 3M | +10.9% | -32.3% | +43.1% | +11.3% |
| 6M | +33.2% | -31.3% | +64.5% | +33.6% |
| YTD | +6.1% | -45.9% | +52.0% | +6.6% |
| 1Y | +30.2% | -40.0% | +70.3% | +30.6% |
| 3Y | +52.9% | +72.8% | -19.9% | +50.8% |
| 5Y | -5.1% | -70.4% | +65.2% | -5.2% |
| All | -5.1% | -70.3% | +65.2% | -5.2% |
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