+157.6%
WFC vs BBAI
-71.8%
+229.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.2% |
| 7D | +0.3% | -5.4% | +5.7% | +0.4% |
| 30D | +2.3% | -15.3% | +17.6% | +2.6% |
| 3M | +9.8% | -29.9% | +39.6% | +10.3% |
| 6M | +15.6% | -30.7% | +46.3% | +16.0% |
| YTD | -2.4% | -47.8% | +45.3% | -1.7% |
| 1Y | +13.8% | -40.4% | +54.2% | +14.3% |
| 3Y | +134.6% | +66.9% | +67.8% | +129.2% |
| 5Y | +127.9% | -71.4% | +199.3% | +122.7% |
| All | +157.6% | -71.8% | +229.4% | +153.1% |
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 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