+72.9%
BAC vs WCC
+229.6%
-156.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -2.9% | -1.2% |
| 7D | +1.2% | +8.5% | -7.3% | -1.2% |
| 30D | -0.7% | -1.0% | +0.3% | -0.7% |
| 3M | +16.9% | +2.1% | +14.8% | +15.0% |
| 6M | +29.6% | +36.8% | -7.2% | +15.4% |
| YTD | +15.3% | +47.7% | -32.5% | -0.2% |
| 1Y | +28.8% | +66.5% | -37.7% | +6.6% |
| 3Y | +136.4% | +134.2% | +2.2% | +65.8% |
| 5Y | +72.9% | +231.6% | -158.7% | -1.3% |
| All | +72.9% | +229.6% | -156.7% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling