+273.9%
WMB vs BBAI
-80.9%
+354.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.7% | +7.2% | -0.4% |
| 7D | +7.8% | -14.0% | +21.8% | +8.0% |
| 30D | -5.1% | -12.4% | +7.3% | -5.0% |
| 3M | -4.7% | -42.8% | +38.1% | -4.1% |
| 6M | -7.4% | -54.6% | +47.2% | -6.7% |
| YTD | +17.5% | -64.6% | +82.1% | +18.6% |
| 1Y | +19.5% | -69.9% | +89.3% | +20.8% |
| 3Y | +121.3% | +7.3% | +114.0% | +118.4% |
| 5Y | +200.5% | -80.8% | +281.4% | +202.6% |
| All | +273.9% | -80.9% | +354.8% | +276.4% |
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