+147.3%
WMT vs BBAI
-70.8%
+218.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.2% |
| 7D | +3.9% | -4.3% | +8.2% | +3.9% |
| 30D | -4.4% | -3.6% | -0.8% | -4.4% |
| 3M | -8.8% | -38.8% | +30.0% | -8.8% |
| 6M | -15.6% | -23.8% | +8.1% | -15.6% |
| YTD | -3.2% | -45.9% | +42.7% | -3.2% |
| 1Y | +7.0% | -40.8% | +47.8% | +7.0% |
| 3Y | +105.3% | +69.8% | +35.5% | +106.6% |
| 5Y | +129.3% | -70.3% | +199.6% | +126.8% |
| All | +147.3% | -70.8% | +218.1% | +144.9% |
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