+87.4%
BAC vs WEC
+53.8%
+33.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.2% |
| 7D | -1.2% | -0.2% | -1.0% | -1.1% |
| 30D | -7.7% | +12.3% | -20.0% | -10.4% |
| 3M | -21.2% | +8.3% | -29.4% | -22.8% |
| 6M | -6.8% | +3.5% | -10.3% | -7.8% |
| YTD | -8.7% | +12.7% | -21.4% | -12.3% |
| 1Y | -5.3% | +8.2% | -13.5% | -7.8% |
| 3Y | +87.4% | +55.9% | +31.6% | +52.0% |
| All | +87.4% | +53.8% | +33.6% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling