+145.9%
BAC vs NET
+1,449.6%
-1,303.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.4% |
| 7D | +0.6% | -7.0% | +7.6% | +1.2% |
| 30D | -0.9% | -4.8% | +3.9% | -0.7% |
| 3M | +16.3% | +3.8% | +12.5% | +15.4% |
| 6M | +26.0% | +50.0% | -24.1% | +19.6% |
| YTD | +15.2% | +41.5% | -26.3% | +9.6% |
| 1Y | +26.5% | +32.8% | -6.3% | +20.8% |
| 3Y | +132.4% | +335.9% | -203.5% | +95.6% |
| 5Y | +72.6% | +113.8% | -41.3% | +43.2% |
| All | +145.9% | +1,449.6% | -1,303.6% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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