+113.2%
WDC vs BAC
-0.5%
+113.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.0% | -10.7% | -8.8% |
| 7D | -18.3% | +1.5% | -19.8% | -18.9% |
| 30D | -26.7% | -4.4% | -22.3% | -24.8% |
| 3M | -40.9% | -17.5% | -23.4% | -34.6% |
| 6M | -26.8% | -0.1% | -26.7% | -28.3% |
| YTD | +88.2% | -4.6% | +92.8% | +93.0% |
| 1Y | +113.2% | -1.5% | +114.7% | +112.2% |
| All | +113.2% | -0.5% | +113.7% | +112.2% |
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