+71.4%
BAC vs NDAQ
+55.8%
+15.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.8% |
| 7D | +1.1% | -2.4% | +3.5% | +2.2% |
| 30D | -0.4% | +2.5% | -2.8% | -1.6% |
| 3M | +16.9% | +9.9% | +7.0% | +11.2% |
| 6M | +26.6% | +9.4% | +17.2% | +20.1% |
| YTD | +15.8% | +0.4% | +15.4% | +14.0% |
| 1Y | +27.2% | +4.0% | +23.1% | +22.5% |
| 3Y | +132.4% | +94.4% | +38.0% | +63.1% |
| All | +71.4% | +55.8% | +15.6% | +21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling