+991.6%
WDC vs BBAI
-71.3%
+1,062.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.2% |
| 7D | +7.5% | -4.1% | +11.5% | +7.6% |
| 30D | +10.1% | -12.4% | +22.4% | +10.5% |
| 3M | -6.8% | -29.1% | +22.3% | -5.7% |
| 6M | +84.1% | -32.6% | +116.8% | +86.3% |
| YTD | +180.3% | -47.6% | +227.8% | +185.6% |
| 1Y | +411.1% | -41.0% | +452.1% | +417.7% |
| 3Y | +1,375.0% | +67.5% | +1,307.5% | +1,340.6% |
| 5Y | +991.6% | -71.3% | +1,062.8% | +1,041.7% |
| All | +991.6% | -71.3% | +1,062.8% | +1,041.7% |
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