+1,309.1%
WDC vs BAC
+392.4%
+916.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.7% |
| 7D | +7.5% | +0.6% | +6.8% | +7.0% |
| 30D | +10.1% | -1.4% | +11.4% | +10.9% |
| 3M | -6.8% | +15.7% | -22.6% | -15.9% |
| 6M | +84.1% | +32.2% | +52.0% | +51.5% |
| YTD | +180.3% | +15.8% | +164.5% | +152.0% |
| 1Y | +411.1% | +27.3% | +383.8% | +329.2% |
| 3Y | +1,375.0% | +137.5% | +1,237.6% | +701.1% |
| 5Y | +991.6% | +73.1% | +918.5% | +624.6% |
| 10Y | +1,309.1% | +397.7% | +911.3% | +495.5% |
| All | +1,309.1% | +392.4% | +916.7% | +495.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling