+412.6%
WDC vs BAC
+28.0%
+384.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.3% |
| 7D | +6.0% | +1.2% | +4.8% | +5.4% |
| 30D | +9.9% | -0.7% | +10.7% | +10.2% |
| 3M | -9.4% | +16.9% | -26.3% | -16.3% |
| 6M | +94.7% | +29.6% | +65.1% | +68.6% |
| YTD | +177.4% | +15.3% | +162.1% | +157.4% |
| 1Y | +412.6% | +28.8% | +383.8% | +378.7% |
| All | +412.6% | +28.0% | +384.6% | +378.7% |
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