+725.3%
WDC vs BBAI
-71.3%
+796.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.0% |
| 7D | -4.3% | -1.7% | -2.6% | -4.3% |
| 30D | -1.5% | -12.0% | +10.5% | -1.1% |
| 3M | -15.5% | -30.7% | +15.2% | -14.5% |
| 6M | +66.5% | -30.7% | +97.1% | +68.3% |
| YTD | +159.9% | -46.9% | +206.7% | +164.6% |
| 1Y | +366.0% | -41.1% | +407.0% | +371.9% |
| 3Y | +1,285.8% | +65.9% | +1,219.9% | +1,253.0% |
| 5Y | +925.6% | -70.9% | +996.4% | +950.0% |
| All | +725.3% | -71.3% | +796.6% | +732.8% |
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 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