-3.1%
BAC vs TER
+30.5%
-33.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +2.1% | -8.9% | +10.9% | +2.5% |
| 30D | -6.7% | -39.1% | +32.4% | -4.0% |
| 3M | -20.2% | -32.8% | +12.5% | -18.6% |
| 6M | -0.2% | -31.7% | +31.5% | -0.1% |
| YTD | -6.4% | +26.9% | -33.3% | -16.7% |
| 1Y | -3.1% | +33.6% | -36.7% | -15.1% |
| All | -3.1% | +30.5% | -33.6% | -15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling