+564.1%
AMZN vs BAC
+392.4%
+171.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.9% |
| 7D | -1.0% | +0.6% | -1.6% | -1.2% |
| 30D | -9.2% | -1.4% | -7.9% | -8.8% |
| 3M | +3.4% | +15.7% | -12.4% | -1.7% |
| 6M | +18.2% | +32.2% | -14.0% | +7.4% |
| YTD | +9.3% | +15.8% | -6.4% | +3.6% |
| 1Y | +5.9% | +27.3% | -21.3% | -2.9% |
| 3Y | +82.6% | +137.5% | -54.9% | +35.7% |
| 5Y | +44.9% | +73.1% | -28.2% | +18.2% |
| 10Y | +564.1% | +397.7% | +166.3% | +340.9% |
| All | +564.1% | +392.4% | +171.7% | +340.9% |
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