+73.1%
BAC vs NYT
+38.8%
+34.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | 0.0% | -0.6% | +0.6% | +0.1% |
| 30D | -2.8% | +4.6% | -7.4% | -3.8% |
| 3M | +14.2% | -9.6% | +23.8% | +16.3% |
| 6M | +30.5% | -14.0% | +44.5% | +34.3% |
| YTD | +15.8% | -2.8% | +18.7% | +15.0% |
| 1Y | +26.2% | +15.6% | +10.6% | +19.2% |
| 3Y | +136.5% | +56.3% | +80.2% | +100.5% |
| All | +73.1% | +38.8% | +34.3% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded NYT 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling