+131.4%
WMT vs BBAI
-71.4%
+202.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -2.5% | -5.4% | +2.9% | -2.5% |
| 30D | -6.4% | -15.3% | +8.9% | -6.4% |
| 3M | -12.1% | -29.9% | +17.7% | -12.1% |
| 6M | -15.0% | -30.7% | +15.8% | -15.0% |
| YTD | -4.5% | -47.8% | +43.3% | -4.5% |
| 1Y | +6.2% | -40.4% | +46.6% | +6.2% |
| 3Y | +99.9% | +66.9% | +33.0% | +101.2% |
| 5Y | +131.4% | -71.4% | +202.8% | +127.1% |
| All | +131.4% | -71.4% | +202.9% | +127.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling