+73.7%
BAC vs BB
-28.6%
+102.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.1% | -5.6% | +6.7% | +1.9% |
| 30D | -0.4% | -11.8% | +11.4% | +1.1% |
| 3M | +16.9% | -25.5% | +42.4% | +20.3% |
| 6M | +26.6% | +121.3% | -94.7% | +9.2% |
| YTD | +15.8% | +103.2% | -87.4% | +1.2% |
| 1Y | +27.2% | +102.6% | -75.5% | +10.3% |
| 3Y | +132.4% | +37.5% | +94.9% | +106.3% |
| All | +73.7% | -28.6% | +102.4% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling