+233.0%
BAC vs SPXU
-99.5%
+332.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | -1.5% |
| 7D | -1.9% | +1.5% | -3.4% | -0.8% |
| 30D | -7.2% | +6.4% | -13.5% | -4.1% |
| 3M | -20.4% | +4.2% | -24.7% | -18.2% |
| 6M | +1.3% | -7.8% | +9.0% | -0.1% |
| YTD | -6.4% | -27.5% | +21.1% | -14.8% |
| 1Y | -3.5% | -27.1% | +23.6% | -11.6% |
| 3Y | +96.7% | -80.8% | +177.5% | +17.7% |
| 5Y | +20.6% | -84.1% | +104.7% | -19.4% |
| 10Y | +233.0% | -99.5% | +332.5% | -33.4% |
| All | +233.0% | -99.5% | +332.5% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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