+11,028.0%
WDC vs BAC
+1,107.2%
+9,920.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.3% | +7.6% | +9.0% |
| 7D | -14.4% | +2.0% | -16.4% | -14.9% |
| 30D | -27.1% | -6.9% | -20.1% | -24.8% |
| 3M | -33.3% | -19.6% | -13.7% | -27.4% |
| 6M | -39.6% | -0.5% | -39.1% | -39.6% |
| YTD | +68.4% | -6.6% | +75.0% | +72.7% |
| 1Y | +78.2% | -3.0% | +81.1% | +80.1% |
| 3Y | +772.0% | +97.3% | +674.7% | +573.8% |
| 5Y | +584.9% | +21.9% | +563.0% | +531.4% |
| 10Y | +653.4% | +251.7% | +401.8% | +380.9% |
| All | +11,028.0% | +1,107.2% | +9,920.8% | +3,496.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling