+135.1%
BAC vs U
+13.4%
+121.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +1.1% | -3.8% | +4.9% | +1.5% |
| 30D | -0.4% | +17.5% | -17.8% | -2.1% |
| 3M | +16.9% | +38.7% | -21.8% | +12.8% |
| 6M | +26.6% | +104.4% | -77.8% | +16.9% |
| YTD | +15.8% | -5.7% | +21.5% | +14.7% |
| 1Y | +27.2% | +3.7% | +23.5% | +23.6% |
| All | +135.1% | +13.4% | +121.7% | +119.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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