+13.7%
WSM vs BBAI
-40.5%
+54.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +2.3% |
| 7D | -3.3% | -4.3% | +1.0% | -2.9% |
| 30D | -8.4% | -3.6% | -4.8% | -8.2% |
| 3M | +9.7% | -38.8% | +48.4% | +13.8% |
| 6M | +16.7% | -23.8% | +40.4% | +17.9% |
| YTD | +28.7% | -45.9% | +74.6% | +32.8% |
| 1Y | +13.7% | -40.8% | +54.4% | +19.5% |
| All | +13.7% | -40.5% | +54.2% | +19.5% |
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