+303.8%
WMB vs BBAI
-71.7%
+375.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.9% |
| 7D | 0.0% | -4.1% | +4.1% | 0.0% |
| 30D | +4.6% | -12.4% | +17.0% | +4.7% |
| 3M | +5.7% | -29.1% | +34.8% | +6.1% |
| 6M | +4.2% | -32.6% | +36.8% | +4.5% |
| YTD | +26.8% | -47.6% | +74.4% | +27.5% |
| 1Y | +34.7% | -41.0% | +75.7% | +34.9% |
| 3Y | +146.8% | +67.5% | +79.3% | +142.4% |
| 5Y | +285.0% | -71.3% | +356.3% | +287.5% |
| All | +303.8% | -71.7% | +375.5% | +304.8% |
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 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