+92.7%
WFC vs BBAI
-76.7%
+169.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.3% | +5.6% | +0.4% |
| 7D | +0.9% | -8.3% | +9.2% | +1.0% |
| 30D | +3.3% | -2.9% | +6.2% | +3.3% |
| 3M | -1.4% | -28.2% | +26.7% | -0.9% |
| 6M | +14.7% | -44.5% | +59.2% | +15.6% |
| YTD | -5.9% | -57.0% | +51.1% | -4.9% |
| 1Y | +1.8% | -59.4% | +61.2% | +2.9% |
| 3Y | +124.9% | +48.7% | +76.2% | +120.3% |
| 5Y | +92.7% | -76.8% | +169.5% | +84.9% |
| All | +92.7% | -76.7% | +169.5% | +84.9% |
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