+266.3%
WPM vs BBAI
-71.3%
+337.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.1% | +1.1% |
| 7D | +3.9% | -4.1% | +7.9% | +4.0% |
| 30D | +17.7% | -12.4% | +30.1% | +18.1% |
| 3M | +39.4% | -29.1% | +68.5% | +40.5% |
| 6M | +6.4% | -32.6% | +39.0% | +7.3% |
| YTD | +34.0% | -47.6% | +81.6% | +35.6% |
| 1Y | +50.5% | -41.0% | +91.6% | +51.9% |
| 3Y | +280.3% | +67.5% | +212.8% | +272.3% |
| 5Y | +266.3% | -71.3% | +337.6% | +262.7% |
| All | +266.3% | -71.3% | +337.6% | +262.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling