+629.7%
AMZN vs BAC
+247.0%
+382.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +8.0% | +2.1% | +6.0% | +7.4% |
| 30D | +3.2% | -6.7% | +9.9% | +5.6% |
| 3M | -2.6% | -20.2% | +17.6% | +5.1% |
| 6M | -0.7% | -0.2% | -0.5% | -0.9% |
| YTD | +17.4% | -6.4% | +23.7% | +19.4% |
| 1Y | +9.0% | -3.1% | +12.2% | +9.6% |
| 3Y | +88.7% | +96.7% | -8.1% | +49.2% |
| 5Y | +55.6% | +21.3% | +34.3% | +40.8% |
| 10Y | +629.7% | +237.7% | +392.0% | +449.5% |
| All | +629.7% | +247.0% | +382.8% | +449.5% |
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