+6.7%
AMZN vs BAC
-0.5%
+7.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.0% | +2.2% | +4.8% |
| 7D | +4.5% | +1.5% | +3.0% | +3.9% |
| 30D | +5.8% | -4.4% | +10.2% | +7.2% |
| 3M | -4.1% | -17.5% | +13.4% | +1.5% |
| 6M | -2.2% | -0.1% | -2.2% | -1.9% |
| YTD | +15.3% | -4.6% | +19.9% | +14.9% |
| 1Y | +6.7% | -1.5% | +8.2% | +5.0% |
| All | +6.7% | -0.5% | +7.2% | +5.0% |
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