-28.9%
WU vs BBAI
+62.6%
-91.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | -4.9% | -4.1% | -0.9% | -4.8% |
| 30D | -1.3% | -12.4% | +11.1% | -0.9% |
| 3M | -3.6% | -29.1% | +25.5% | -2.6% |
| 6M | -24.3% | -32.6% | +8.3% | -23.6% |
| YTD | -21.1% | -47.6% | +26.5% | -19.9% |
| 1Y | -10.3% | -41.0% | +30.7% | -9.8% |
| All | -28.9% | +62.6% | -91.5% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling