+251.7%
BAC vs TER
+1,026.7%
-775.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +12.7% | -10.4% | -0.8% |
| 7D | +2.0% | -5.8% | +7.7% | +2.9% |
| 30D | -6.9% | -38.9% | +32.0% | +3.7% |
| 3M | -19.6% | -35.1% | +15.6% | -12.6% |
| 6M | -0.5% | -31.6% | +31.1% | +2.8% |
| YTD | -6.6% | +27.2% | -33.9% | -22.2% |
| 1Y | -3.0% | +35.2% | -38.2% | -21.0% |
| 3Y | +97.3% | +192.8% | -95.5% | +14.2% |
| 5Y | +21.9% | +72.4% | -50.6% | -19.4% |
| 10Y | +251.7% | +1,001.8% | -750.2% | +8.8% |
| All | +251.7% | +1,026.7% | -775.1% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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