-32.7%
WBD vs BBAI
-71.3%
+38.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.3% | -0.6% |
| 7D | -0.7% | -1.7% | +1.0% | -0.7% |
| 30D | +1.4% | -12.0% | +13.4% | +1.8% |
| 3M | +4.4% | -30.7% | +35.1% | +5.4% |
| 6M | +0.8% | -30.7% | +31.5% | +1.6% |
| YTD | -2.7% | -46.9% | +44.1% | -1.3% |
| 1Y | +73.4% | -41.1% | +114.5% | +74.3% |
| 3Y | +142.1% | +65.9% | +76.2% | +127.5% |
| 5Y | +7.2% | -70.9% | +78.1% | +0.1% |
| All | -32.7% | -71.3% | +38.6% | -37.6% |
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