+18.0%
WST vs BBAI
-71.7%
+89.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | -0.2% |
| 7D | -1.7% | -4.1% | +2.4% | -1.7% |
| 30D | -4.3% | -12.4% | +8.1% | -4.3% |
| 3M | +0.7% | -29.1% | +29.8% | +0.8% |
| 6M | +36.0% | -32.6% | +68.6% | +36.0% |
| YTD | +22.7% | -47.6% | +70.3% | +22.8% |
| 1Y | +34.1% | -41.0% | +75.1% | +34.1% |
| 3Y | -13.6% | +67.5% | -81.0% | -13.1% |
| 5Y | -26.0% | -71.3% | +45.3% | -23.2% |
| All | +18.0% | -71.7% | +89.7% | +22.6% |
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 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