-1.5%
BAC vs NDAQ
+28.8%
-30.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +3.5% |
| 7D | +1.5% | +3.9% | -2.4% | +0.8% |
| 30D | -4.4% | +19.0% | -23.4% | -7.5% |
| 3M | -17.5% | +17.6% | -35.1% | -20.1% |
| 6M | -0.1% | +21.0% | -21.0% | -4.0% |
| YTD | -4.6% | +14.1% | -18.7% | -9.6% |
| 1Y | -1.5% | +29.4% | -30.9% | -13.6% |
| All | -1.5% | +28.8% | -30.3% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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