+7.8%
WBD vs BBAI
-71.4%
+79.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | -0.6% | -5.4% | +4.8% | -0.4% |
| 30D | +4.2% | -15.3% | +19.5% | +4.7% |
| 3M | +7.5% | -29.9% | +37.4% | +8.6% |
| 6M | +1.6% | -30.7% | +32.3% | +2.4% |
| YTD | -2.2% | -47.8% | +45.6% | -0.7% |
| 1Y | +124.9% | -40.4% | +165.3% | +126.0% |
| 3Y | +149.1% | +66.9% | +82.3% | +134.1% |
| 5Y | +7.8% | -71.4% | +79.2% | +1.7% |
| All | +7.8% | -71.4% | +79.3% | +1.7% |
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