+10,029.5%
WDC vs BAC
+1,080.2%
+8,949.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.2% |
| 7D | -28.0% | -1.2% | -26.8% | -27.5% |
| 30D | -34.9% | -7.7% | -27.3% | -32.8% |
| 3M | -41.6% | -21.2% | -20.4% | -36.0% |
| 6M | -45.4% | -6.8% | -38.5% | -44.1% |
| YTD | +53.3% | -8.7% | +62.0% | +58.5% |
| 1Y | +61.5% | -5.3% | +66.8% | +64.7% |
| 3Y | +712.3% | +87.4% | +624.9% | +539.5% |
| 5Y | +524.2% | +18.9% | +505.3% | +480.5% |
| 10Y | +616.5% | +273.3% | +343.2% | +348.5% |
| All | +10,029.5% | +1,080.2% | +8,949.3% | +3,200.2% |
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