+210.4%
WPM vs BBAI
+24.0%
+186.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.7% | +7.5% | +0.3% |
| 7D | -3.6% | -14.0% | +10.4% | -2.4% |
| 30D | +1.4% | -12.4% | +13.8% | +2.3% |
| 3M | -0.2% | -42.8% | +42.6% | +3.9% |
| 6M | -7.3% | -54.6% | +47.3% | -2.2% |
| YTD | +12.3% | -64.6% | +77.0% | +19.7% |
| 1Y | +24.9% | -69.9% | +94.8% | +33.8% |
| 3Y | +210.4% | +7.3% | +203.1% | +178.6% |
| All | +210.4% | +24.0% | +186.3% | +178.6% |
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