+31.2%
WEC vs BBAI
-71.3%
+102.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | -0.9% |
| 7D | +0.4% | -4.1% | +4.5% | +0.4% |
| 30D | +0.9% | -12.4% | +13.3% | +0.8% |
| 3M | -5.3% | -29.1% | +23.7% | -5.5% |
| 6M | -6.6% | -32.6% | +26.0% | -6.7% |
| YTD | +3.3% | -47.6% | +50.9% | +3.0% |
| 1Y | +2.1% | -41.0% | +43.1% | +2.0% |
| 3Y | +39.6% | +67.5% | -27.9% | +41.0% |
| 5Y | +31.2% | -71.3% | +102.4% | +29.1% |
| All | +31.2% | -71.3% | +102.4% | +29.1% |
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