+43.8%
WPM vs BBAI
-42.1%
+85.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.6% |
| 7D | -3.6% | -5.4% | +1.8% | -2.5% |
| 30D | +12.5% | -15.3% | +27.8% | +16.4% |
| 3M | +40.6% | -29.9% | +70.5% | +50.1% |
| 6M | +0.5% | -30.7% | +31.3% | +6.9% |
| YTD | +29.0% | -47.8% | +76.8% | +42.5% |
| 1Y | +43.8% | -40.4% | +84.2% | +63.4% |
| All | +43.8% | -42.1% | +85.9% | +63.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling