+19.1%
WST vs BBAI
-70.8%
+89.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.8% |
| 7D | +0.7% | -4.3% | +5.0% | +0.7% |
| 30D | -3.1% | -3.6% | +0.5% | -3.1% |
| 3M | +7.2% | -38.8% | +46.0% | +7.3% |
| 6M | +36.8% | -23.8% | +60.6% | +36.8% |
| YTD | +23.8% | -45.9% | +69.8% | +23.9% |
| 1Y | +37.8% | -40.8% | +78.5% | +37.8% |
| 3Y | -15.9% | +69.8% | -85.7% | -15.5% |
| 5Y | -25.8% | -70.3% | +44.5% | -23.0% |
| All | +19.1% | -70.8% | +89.9% | +23.7% |
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