+50.7%
WEC vs BBAI
-77.0%
+127.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.4% |
| 7D | -0.5% | -10.2% | +9.6% | -0.6% |
| 30D | +12.0% | 0.0% | +12.0% | +12.0% |
| 3M | +11.1% | -30.9% | +42.0% | +10.9% |
| 6M | +6.0% | -46.8% | +52.7% | +5.7% |
| YTD | +14.3% | -57.4% | +71.7% | +13.9% |
| 1Y | +8.0% | -62.0% | +70.0% | +7.6% |
| 3Y | +62.8% | +47.4% | +15.4% | +64.4% |
| 5Y | +55.3% | -77.0% | +132.3% | +53.4% |
| All | +50.7% | -77.0% | +127.7% | +49.2% |
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