+391.8%
BAC vs GEN
+150.2%
+241.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.3% | +0.2% |
| 7D | +1.2% | -0.7% | +1.9% | +1.3% |
| 30D | -0.7% | +2.6% | -3.4% | -1.5% |
| 3M | +16.9% | +15.8% | +1.1% | +12.6% |
| 6M | +29.6% | +33.1% | -3.5% | +19.8% |
| YTD | +15.3% | +11.3% | +4.0% | +11.1% |
| 1Y | +28.8% | +1.7% | +27.2% | +26.9% |
| 3Y | +136.4% | +58.1% | +78.2% | +107.8% |
| 5Y | +72.9% | +20.6% | +52.3% | +58.1% |
| 10Y | +391.8% | +149.0% | +242.8% | +262.1% |
| All | +391.8% | +150.2% | +241.6% | +262.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling