+22.6%
BAC vs ACWI
+58.7%
-36.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.3% |
| 7D | +3.2% | +2.4% | +0.8% | +0.7% |
| 30D | -0.7% | -1.7% | +0.9% | +0.9% |
| 3M | -20.0% | -3.9% | -16.1% | -16.7% |
| 6M | +3.4% | +0.8% | +2.6% | +2.1% |
| YTD | -5.7% | +11.0% | -16.8% | -16.1% |
| 1Y | -1.4% | +13.1% | -14.5% | -14.0% |
| 3Y | +97.9% | +73.9% | +24.0% | +8.8% |
| All | +22.6% | +58.7% | -36.2% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling