+298.4%
WMB vs BBAI
-70.8%
+369.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.2% |
| 7D | +0.6% | -4.3% | +4.8% | +0.6% |
| 30D | +3.3% | -3.6% | +6.9% | +3.3% |
| 3M | +3.1% | -38.8% | +41.9% | +3.7% |
| 6M | -0.7% | -23.8% | +23.1% | -0.6% |
| YTD | +25.2% | -45.9% | +71.1% | +25.8% |
| 1Y | +32.9% | -40.8% | +73.6% | +33.1% |
| 3Y | +140.6% | +69.8% | +70.8% | +136.2% |
| 5Y | +273.5% | -70.3% | +343.8% | +275.8% |
| All | +298.4% | -70.8% | +369.2% | +299.2% |
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