-1.5%
BAC vs BA
-12.3%
+10.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.1% | +1.8% | +3.6% |
| 7D | +1.5% | +5.9% | -4.4% | +0.6% |
| 30D | -4.4% | -8.2% | +3.8% | -3.3% |
| 3M | -17.5% | -25.4% | +7.9% | -13.8% |
| 6M | -0.1% | -20.0% | +20.0% | +2.9% |
| YTD | -4.6% | -18.5% | +13.9% | -3.2% |
| 1Y | -1.5% | -10.6% | +9.1% | -1.1% |
| All | -1.5% | -12.3% | +10.8% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling