+583.2%
WDC vs BBAI
-79.3%
+662.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -10.0% | +9.3% | -0.3% |
| 7D | +16.3% | -6.8% | +23.0% | +16.6% |
| 30D | -18.3% | -13.4% | -4.9% | -17.7% |
| 3M | -31.4% | -36.5% | +5.1% | -30.3% |
| 6M | -36.3% | -50.6% | +14.3% | -34.7% |
| YTD | +80.8% | -61.7% | +142.5% | +86.6% |
| 1Y | +87.7% | -71.1% | +158.8% | +94.9% |
| 3Y | +819.4% | +32.7% | +786.7% | +808.8% |
| 5Y | +583.2% | -79.2% | +662.4% | +610.1% |
| All | +583.2% | -79.3% | +662.5% | +610.1% |
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