-25.0%
WY vs BBAI
-71.3%
+46.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.3% |
| 7D | -4.2% | -1.7% | -2.5% | -4.2% |
| 30D | -10.1% | -12.0% | +1.9% | -10.0% |
| 3M | -8.5% | -30.7% | +22.2% | -8.3% |
| 6M | -3.3% | -30.7% | +27.3% | -3.2% |
| YTD | -4.4% | -46.9% | +42.5% | -4.0% |
| 1Y | -11.5% | -41.1% | +29.6% | -11.4% |
| 3Y | -24.3% | +65.9% | -90.2% | -25.8% |
| 5Y | -21.3% | -70.9% | +49.6% | -24.8% |
| All | -25.0% | -71.3% | +46.3% | -28.1% |
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 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