-57.7%
WU vs BBAI
-70.8%
+13.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -0.8% | -1.0% | +0.2% | -0.8% |
| 30D | -1.1% | -10.7% | +9.6% | -1.0% |
| 3M | -1.8% | -32.3% | +30.4% | -1.4% |
| 6M | -23.9% | -31.3% | +7.4% | -23.7% |
| YTD | -20.4% | -45.9% | +25.5% | -20.0% |
| 1Y | -10.6% | -40.0% | +29.5% | -10.4% |
| 3Y | -27.7% | +72.8% | -100.5% | -29.0% |
| 5Y | -51.1% | -70.4% | +19.2% | -55.6% |
| All | -57.7% | -70.8% | +13.1% | -61.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling