+28.8%
BAC vs BB
+102.8%
-74.0%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.6% |
| 7D | +1.2% | +0.5% | +0.6% | +1.1% |
| 30D | -0.7% | -12.4% | +11.6% | -0.1% |
| 3M | +16.9% | -15.3% | +32.2% | +17.1% |
| 6M | +29.6% | +128.8% | -99.2% | +17.3% |
| YTD | +15.3% | +107.7% | -92.4% | +4.9% |
| 1Y | +28.8% | +103.9% | -75.1% | +17.5% |
| All | +28.8% | +102.8% | -74.0% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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