+273.0%
WMB vs BBAI
-77.0%
+350.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.0% | +2.2% |
| 7D | +1.6% | -10.2% | +11.7% | +1.7% |
| 30D | -7.1% | 0.0% | -7.1% | -7.1% |
| 3M | -4.0% | -30.9% | +26.9% | -3.6% |
| 6M | -5.7% | -46.8% | +41.0% | -5.2% |
| YTD | +17.2% | -57.4% | +74.6% | +18.0% |
| 1Y | +17.2% | -62.0% | +79.2% | +18.1% |
| 3Y | +121.1% | +47.4% | +73.6% | +117.5% |
| 5Y | +197.2% | -77.0% | +274.1% | +198.5% |
| All | +273.0% | -77.0% | +350.0% | +274.7% |
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