+13.5%
WFC vs BBAI
-42.0%
+55.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +2.1% |
| 7D | +0.4% | -4.1% | +4.5% | +0.7% |
| 30D | +2.5% | -12.4% | +14.8% | +3.1% |
| 3M | +10.0% | -29.1% | +39.1% | +11.6% |
| 6M | +15.1% | -32.6% | +47.7% | +16.3% |
| YTD | -2.2% | -47.6% | +45.4% | +0.1% |
| 1Y | +13.5% | -41.0% | +54.5% | +18.8% |
| All | +13.5% | -42.0% | +55.5% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling