+263,909.3%
AMZN vs BAC
+334.4%
+263,574.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -3.0% | +1.1% | -4.1% | -3.3% |
| 30D | -5.2% | -0.4% | -4.8% | -5.1% |
| 3M | +1.9% | +16.9% | -15.0% | -3.2% |
| 6M | +19.2% | +26.6% | -7.4% | +10.3% |
| YTD | +12.0% | +15.8% | -3.8% | +6.5% |
| 1Y | +9.7% | +27.2% | -17.5% | +1.0% |
| 3Y | +87.2% | +132.4% | -45.2% | +41.1% |
| 5Y | +48.7% | +72.6% | -23.9% | +22.7% |
| 10Y | +569.3% | +389.7% | +179.6% | +269.7% |
| All | +263,909.3% | +334.4% | +263,574.9% | +68,175.7% |
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