+135.1%
BAC vs USB
+95.2%
+39.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +1.1% | +1.4% | -0.3% | +0.1% |
| 30D | -0.4% | -1.3% | +0.9% | +0.5% |
| 3M | +16.9% | +15.2% | +1.7% | +5.7% |
| 6M | +26.6% | +18.8% | +7.8% | +11.9% |
| YTD | +15.8% | +21.0% | -5.2% | +1.2% |
| 1Y | +27.2% | +34.0% | -6.8% | +3.3% |
| All | +135.1% | +95.2% | +39.9% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded USB 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling