+306.0%
WPM vs BBAI
-71.3%
+377.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +2.0% |
| 7D | -0.6% | -1.7% | +1.2% | -0.5% |
| 30D | +14.4% | -12.0% | +26.4% | +14.8% |
| 3M | +37.0% | -30.7% | +67.7% | +38.1% |
| 6M | +4.1% | -30.7% | +34.8% | +4.9% |
| YTD | +31.7% | -46.9% | +78.6% | +33.3% |
| 1Y | +44.2% | -41.1% | +85.2% | +45.4% |
| 3Y | +265.5% | +65.9% | +199.6% | +257.8% |
| 5Y | +262.5% | -70.9% | +333.4% | +252.6% |
| All | +306.0% | -71.3% | +377.3% | +288.1% |
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 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