+417.4%
WDC vs BAC
+27.5%
+389.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.4% | +6.1% |
| 7D | +1.7% | +0.6% | +1.2% | +1.5% |
| 30D | -10.0% | -0.9% | -9.1% | -9.7% |
| 3M | -18.8% | +16.3% | -35.1% | -24.7% |
| 6M | +79.0% | +26.0% | +53.1% | +57.7% |
| YTD | +171.6% | +15.2% | +156.4% | +152.2% |
| 1Y | +417.4% | +26.5% | +390.9% | +377.7% |
| All | +417.4% | +27.5% | +389.9% | +377.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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