+174.1%
WSM vs BBAI
-71.4%
+245.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.7% |
| 7D | +0.4% | -5.4% | +5.8% | +0.6% |
| 30D | -10.7% | -15.3% | +4.6% | -10.4% |
| 3M | +8.5% | -29.9% | +38.3% | +9.3% |
| 6M | +19.6% | -30.7% | +50.3% | +20.4% |
| YTD | +26.6% | -47.8% | +74.4% | +28.1% |
| 1Y | +12.0% | -40.4% | +52.3% | +12.6% |
| 3Y | +226.6% | +66.9% | +159.8% | +218.8% |
| 5Y | +174.1% | -71.4% | +245.5% | +166.4% |
| All | +174.1% | -71.4% | +245.6% | +166.4% |
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