+81.5%
WM vs BBAI
-70.8%
+152.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.2% |
| 7D | -0.3% | -4.3% | +4.0% | -0.3% |
| 30D | -2.4% | -3.6% | +1.3% | -2.4% |
| 3M | +0.4% | -38.8% | +39.2% | +0.2% |
| 6M | -9.5% | -23.8% | +14.3% | -9.6% |
| YTD | +0.5% | -45.9% | +46.4% | +0.3% |
| 1Y | -1.1% | -40.8% | +39.7% | -1.2% |
| 3Y | +46.0% | +69.8% | -23.7% | +47.8% |
| 5Y | +51.8% | -70.3% | +122.1% | +56.5% |
| All | +81.5% | -70.8% | +152.3% | +87.2% |
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