+233.0%
BAC vs TER
+1,093.5%
-860.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.3% | -8.3% | -2.0% |
| 7D | -1.9% | +5.9% | -7.8% | -3.7% |
| 30D | -7.2% | -30.8% | +23.6% | +0.4% |
| 3M | -20.4% | -29.9% | +9.5% | -15.1% |
| 6M | +1.3% | -27.5% | +28.7% | +3.1% |
| YTD | -6.4% | +37.5% | -43.9% | -23.6% |
| 1Y | -3.5% | +50.3% | -53.8% | -23.6% |
| 3Y | +96.7% | +204.9% | -108.2% | +13.2% |
| 5Y | +20.6% | +89.2% | -68.6% | -22.2% |
| 10Y | +233.0% | +1,077.0% | -843.9% | -1.7% |
| All | +233.0% | +1,093.5% | -860.4% | -1.7% |
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