+192.2%
WWD vs BBAI
-71.3%
+263.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.4% |
| 7D | +0.6% | -4.1% | +4.7% | +0.7% |
| 30D | -5.1% | -12.4% | +7.3% | -4.9% |
| 3M | -11.2% | -29.1% | +17.8% | -10.7% |
| 6M | -12.0% | -32.6% | +20.6% | -11.5% |
| YTD | +12.0% | -47.6% | +59.6% | +13.0% |
| 1Y | +42.8% | -41.0% | +83.8% | +43.6% |
| 3Y | +168.9% | +67.5% | +101.5% | +164.1% |
| 5Y | +192.2% | -71.3% | +263.5% | +166.1% |
| All | +192.2% | -71.3% | +263.5% | +166.1% |
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