-50.7%
WU vs BBAI
-71.3%
+20.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | -4.9% | -4.1% | -0.9% | -4.9% |
| 30D | -1.3% | -12.4% | +11.1% | -1.1% |
| 3M | -3.6% | -29.1% | +25.5% | -3.2% |
| 6M | -24.3% | -32.6% | +8.3% | -24.1% |
| YTD | -21.1% | -47.6% | +26.5% | -20.7% |
| 1Y | -10.3% | -41.0% | +30.7% | -10.1% |
| 3Y | -28.4% | +67.5% | -95.8% | -29.5% |
| All | -50.7% | -71.3% | +20.7% | -56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling