+272,508.4%
AMZN vs BAC
+250.3%
+272,258.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.7% | +2.2% |
| 7D | +8.7% | +2.0% | +6.7% | +8.0% |
| 30D | +1.7% | -6.9% | +8.7% | +4.1% |
| 3M | -2.8% | -19.6% | +16.8% | +4.2% |
| 6M | -2.1% | -0.5% | -1.6% | -2.2% |
| YTD | +15.6% | -6.6% | +22.3% | +17.7% |
| 1Y | +9.2% | -3.0% | +12.2% | +9.7% |
| 3Y | +89.9% | +97.3% | -7.5% | +51.0% |
| 5Y | +49.3% | +21.9% | +27.4% | +37.6% |
| 10Y | +591.6% | +251.7% | +340.0% | +324.7% |
| All | +272,508.4% | +250.3% | +272,258.1% | +75,362.0% |
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 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