+1,376.8%
BAC vs WEC
+3,978.4%
-2,601.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.3% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | -0.4% | -1.3% | +0.9% | +0.1% |
| 3M | +16.9% | -3.9% | +20.8% | +18.8% |
| 6M | +26.6% | -8.3% | +34.9% | +31.0% |
| YTD | +15.8% | +3.1% | +12.7% | +13.5% |
| 1Y | +27.2% | +1.9% | +25.2% | +25.1% |
| 3Y | +132.4% | +41.9% | +90.5% | +94.7% |
| 5Y | +72.6% | +30.8% | +41.8% | +47.2% |
| 10Y | +389.7% | +141.9% | +247.8% | +195.9% |
| All | +1,376.8% | +3,978.4% | -2,601.6% | +149.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling