+97.9%
BAC vs TER
+188.5%
-90.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.4% | +6.4% | +1.6% |
| 7D | +3.2% | +14.4% | -11.1% | +1.5% |
| 30D | -0.7% | -30.6% | +29.9% | +3.0% |
| 3M | -20.0% | -39.2% | +19.2% | -16.0% |
| 6M | +3.4% | -31.3% | +34.7% | +4.8% |
| YTD | -5.7% | +29.1% | -34.8% | -15.6% |
| 1Y | -1.4% | +47.4% | -48.9% | -13.9% |
| 3Y | +97.9% | +191.2% | -93.3% | +28.3% |
| All | +97.9% | +188.5% | -90.6% | +28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling