+391.8%
BAC vs ED
+104.2%
+287.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.7% |
| 7D | +1.2% | +0.5% | +0.6% | +1.0% |
| 30D | -0.7% | +1.1% | -1.8% | -1.1% |
| 3M | +16.9% | +4.6% | +12.3% | +15.2% |
| 6M | +29.6% | -2.0% | +31.6% | +30.0% |
| YTD | +15.3% | +11.7% | +3.6% | +10.8% |
| 1Y | +28.8% | +15.7% | +13.1% | +22.3% |
| 3Y | +136.4% | +34.4% | +102.0% | +109.6% |
| 5Y | +72.9% | +67.3% | +5.6% | +40.5% |
| 10Y | +391.8% | +104.0% | +287.7% | +340.5% |
| All | +391.8% | +104.2% | +287.6% | +340.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ED 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling