+87.7%
WDC vs BAC
-4.3%
+92.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +16.3% | +1.5% | +14.8% | +15.2% |
| 30D | -18.3% | -6.4% | -11.9% | -14.5% |
| 3M | -31.4% | -21.7% | -9.8% | -20.8% |
| 6M | -36.3% | +0.5% | -36.8% | -38.2% |
| YTD | +80.8% | -6.7% | +87.5% | +89.6% |
| 1Y | +87.7% | -4.7% | +92.4% | +90.1% |
| All | +87.7% | -4.3% | +92.0% | +90.1% |
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