+97.9%
BAC vs WCC
+134.5%
-36.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.4% |
| 7D | +3.2% | +9.9% | -6.7% | +0.8% |
| 30D | -0.7% | -8.4% | +7.7% | +0.8% |
| 3M | -20.0% | -10.3% | -9.7% | -18.7% |
| 6M | +3.4% | -10.5% | +13.9% | +4.4% |
| YTD | -5.7% | +32.2% | -37.9% | -15.8% |
| 1Y | -1.4% | +25.5% | -27.0% | -10.8% |
| 3Y | +97.9% | +134.7% | -36.8% | +30.4% |
| All | +97.9% | +134.5% | -36.5% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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