+54.1%
WEC vs BBAI
-80.9%
+135.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.7% | +8.7% | +0.9% |
| 7D | +2.3% | -14.0% | +16.3% | +2.3% |
| 30D | +11.1% | -12.4% | +23.5% | +11.0% |
| 3M | +8.4% | -42.8% | +51.3% | +8.2% |
| 6M | +7.5% | -54.6% | +62.1% | +7.1% |
| YTD | +15.3% | -64.6% | +80.0% | +14.9% |
| 1Y | +9.7% | -69.9% | +79.6% | +9.2% |
| 3Y | +64.7% | +7.3% | +57.4% | +65.9% |
| All | +54.1% | -80.9% | +135.0% | +54.3% |
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