+643.8%
AMZN vs BAC
+225.3%
+418.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +2.8% | +1.5% | +1.3% | +2.3% |
| 30D | +3.4% | -6.4% | +9.8% | +5.8% |
| 3M | +0.1% | -21.7% | +21.7% | +8.7% |
| 6M | +0.6% | +0.5% | +0.1% | +0.2% |
| YTD | +15.9% | -6.7% | +22.6% | +18.0% |
| 1Y | +9.5% | -4.7% | +14.2% | +10.7% |
| 3Y | +86.3% | +96.1% | -9.8% | +47.1% |
| 5Y | +51.7% | +21.7% | +30.0% | +37.2% |
| All | +643.8% | +225.3% | +418.5% | +426.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling