-4.7%
BAC vs WST
+49.0%
-53.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +1.5% | +4.9% | -3.4% | +1.1% |
| 30D | -6.4% | +10.7% | -17.1% | -7.0% |
| 3M | -21.7% | +16.8% | -38.5% | -22.5% |
| 6M | +0.5% | +32.0% | -31.5% | -1.9% |
| YTD | -6.7% | +49.9% | -56.6% | -11.2% |
| 1Y | -4.7% | +50.6% | -55.3% | -9.5% |
| All | -4.7% | +49.0% | -53.7% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling