+17,845.4%
WDC vs BAC
+1,396.9%
+16,448.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +5.9% | +5.9% |
| 7D | +1.7% | +1.1% | +0.7% | +1.3% |
| 30D | -10.0% | -0.4% | -9.6% | -9.9% |
| 3M | -18.8% | +16.9% | -35.7% | -23.6% |
| 6M | +79.0% | +26.6% | +52.4% | +63.1% |
| YTD | +171.6% | +15.8% | +155.8% | +156.0% |
| 1Y | +417.4% | +27.2% | +390.2% | +369.7% |
| 3Y | +1,251.8% | +132.4% | +1,119.4% | +875.9% |
| 5Y | +911.7% | +72.6% | +839.1% | +716.3% |
| 10Y | +1,399.6% | +389.7% | +1,009.9% | +745.9% |
| All | +17,845.4% | +1,396.9% | +16,448.5% | +5,232.2% |
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 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