-58.2%
WU vs BBAI
-71.3%
+13.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.6% |
| 7D | -3.5% | -1.7% | -1.8% | -3.5% |
| 30D | -2.9% | -12.0% | +9.0% | -2.8% |
| 3M | -2.3% | -30.7% | +28.4% | -1.9% |
| 6M | -25.4% | -30.7% | +5.3% | -25.2% |
| YTD | -21.2% | -46.9% | +25.7% | -20.8% |
| 1Y | -8.9% | -41.1% | +32.2% | -8.6% |
| 3Y | -29.0% | +65.9% | -94.9% | -30.2% |
| 5Y | -50.7% | -70.9% | +20.1% | -55.3% |
| All | -58.2% | -71.3% | +13.1% | -62.0% |
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