+267.8%
WPM vs BBAI
+67.8%
+200.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +7.0% | -1.0% | +8.0% | +7.1% |
| 30D | +15.7% | -10.7% | +26.4% | +16.7% |
| 3M | +35.2% | -32.3% | +67.5% | +38.7% |
| 6M | +6.1% | -31.3% | +37.4% | +8.5% |
| YTD | +32.6% | -45.9% | +78.5% | +37.0% |
| 1Y | +46.9% | -40.0% | +86.9% | +50.6% |
| All | +267.8% | +67.8% | +200.0% | +225.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling