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  • BAC vs WM✓SelectedUSD · WMBAC vs WM performance historyLatest closeAs of-3.62%11/05
Stock and ETF performance explorer

BAC vs WM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,072.4%
WM return
+29,154.7%
Excess return
-28,082.3%
Maximum drawdown
-93.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioWMExcessAlpha
1D-3.6%+1.2%-4.8%-3.9%
7D-2.7%+4.5%-7.2%-3.9%
30D-8.0%+16.1%-24.1%-11.9%
3M-20.9%+8.0%-29.0%-22.8%
6M-5.4%+8.4%-13.8%-7.9%
YTD-8.1%+11.2%-19.3%-11.5%
1Y-3.1%+22.3%-25.4%-9.2%
3Y+88.1%+50.2%+37.9%+65.0%
5Y+19.7%+63.3%-43.5%+2.0%
10Y+275.9%+355.0%-79.2%+148.2%
All+1,072.4%+29,154.7%-28,082.3%+483.4%

Cumulative growth

Daily Returns

Daily percentage return beside WM.

Daily Out/Under-Performance

Portfolio return minus WM return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × WM 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 WM 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