+35.9%
WEC vs BBAI
-70.8%
+106.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.7% |
| 7D | -0.3% | -4.3% | +4.0% | -0.3% |
| 30D | -1.3% | -3.6% | +2.3% | -1.3% |
| 3M | -3.9% | -38.8% | +34.9% | -4.1% |
| 6M | -8.3% | -23.8% | +15.4% | -8.4% |
| YTD | +3.1% | -45.9% | +49.0% | +2.8% |
| 1Y | +1.9% | -40.8% | +42.7% | +1.9% |
| 3Y | +41.9% | +69.8% | -27.9% | +43.3% |
| 5Y | +30.8% | -70.3% | +101.1% | +29.5% |
| All | +35.9% | -70.8% | +106.7% | +34.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling