+175.8%
WSM vs BBAI
-70.8%
+246.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.6% | -1.0% | +3.6% | +2.6% |
| 30D | -9.5% | -10.7% | +1.2% | -9.3% |
| 3M | +12.9% | -32.3% | +45.1% | +13.9% |
| 6M | +23.0% | -31.3% | +54.3% | +23.9% |
| YTD | +28.9% | -45.9% | +74.8% | +30.3% |
| 1Y | +13.7% | -40.0% | +53.7% | +14.3% |
| 3Y | +232.6% | +72.8% | +159.8% | +224.3% |
| 5Y | +185.9% | -70.4% | +256.2% | +178.0% |
| All | +175.8% | -70.8% | +246.6% | +163.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling