+28.8%
BAC vs XRT
-1.4%
+30.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.4% |
| 7D | +1.2% | -0.3% | +1.4% | +1.2% |
| 30D | -0.7% | -5.6% | +4.9% | +1.6% |
| 3M | +16.9% | +2.5% | +14.4% | +15.2% |
| 6M | +29.6% | +3.7% | +25.9% | +26.5% |
| YTD | +15.3% | +1.0% | +14.3% | +14.3% |
| 1Y | +28.8% | -1.2% | +30.0% | +29.2% |
| All | +28.8% | -1.4% | +30.2% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XRT 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling