+173.9%
WSM vs BBAI
-71.3%
+245.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +1.1% |
| 7D | -0.5% | -1.7% | +1.2% | -0.5% |
| 30D | -7.7% | -12.0% | +4.2% | -7.4% |
| 3M | +3.8% | -30.7% | +34.4% | +4.6% |
| 6M | +22.7% | -30.7% | +53.3% | +23.5% |
| YTD | +28.0% | -46.9% | +74.9% | +29.5% |
| 1Y | +12.7% | -41.1% | +53.8% | +13.4% |
| 3Y | +231.3% | +65.9% | +165.4% | +223.1% |
| 5Y | +177.2% | -70.9% | +248.0% | +169.7% |
| All | +173.9% | -71.3% | +245.2% | +161.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling