+251.7%
BAC vs WEC
+178.6%
+73.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +1.9% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | -6.9% | +12.9% | -19.9% | -10.6% |
| 3M | -19.6% | +9.8% | -29.4% | -22.1% |
| 6M | -0.5% | +6.7% | -7.2% | -2.8% |
| YTD | -6.6% | +14.0% | -20.6% | -11.1% |
| 1Y | -3.0% | +7.3% | -10.3% | -5.7% |
| 3Y | +97.3% | +63.8% | +33.5% | +64.5% |
| 5Y | +21.9% | +54.8% | -32.9% | +2.4% |
| 10Y | +251.7% | +185.7% | +66.0% | +268.0% |
| All | +251.7% | +178.6% | +73.0% | +268.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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