+35.1%
WEC vs BBAI
-71.8%
+106.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | -1.3% | -5.4% | +4.1% | -1.3% |
| 30D | -0.4% | -15.3% | +14.9% | -0.5% |
| 3M | -6.8% | -29.9% | +23.1% | -6.9% |
| 6M | -6.4% | -30.7% | +24.3% | -6.5% |
| YTD | +2.5% | -47.8% | +50.3% | +2.3% |
| 1Y | -0.4% | -40.4% | +40.0% | -0.5% |
| 3Y | +38.5% | +66.9% | -28.3% | +39.9% |
| 5Y | +31.7% | -71.4% | +103.1% | +30.4% |
| All | +35.1% | -71.8% | +106.9% | +33.9% |
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