+97.0%
WM vs BBAI
-75.5%
+172.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.4% | -10.2% | +0.2% |
| 7D | -0.5% | -5.0% | +4.6% | -0.5% |
| 30D | +13.3% | +2.5% | +10.8% | +13.3% |
| 3M | +4.4% | -25.1% | +29.5% | +4.2% |
| 6M | +10.8% | -41.4% | +52.2% | +10.6% |
| YTD | +9.1% | -54.6% | +63.7% | +8.8% |
| 1Y | +19.1% | -56.9% | +76.0% | +18.8% |
| 3Y | +45.7% | +59.1% | -13.4% | +47.4% |
| 5Y | +60.4% | -75.4% | +135.9% | +64.8% |
| All | +97.0% | -75.5% | +172.5% | +103.0% |
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