+360.5%
BE vs BAC
+27.5%
+333.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +7.9% | +7.9% |
| 7D | +20.0% | +0.6% | +19.4% | +19.4% |
| 30D | +7.9% | -0.9% | +8.8% | +8.8% |
| 3M | -13.2% | +16.3% | -29.5% | -24.3% |
| 6M | +53.5% | +26.0% | +27.5% | +24.2% |
| YTD | +191.0% | +15.2% | +175.8% | +153.6% |
| 1Y | +360.5% | +26.5% | +334.0% | +276.9% |
| All | +360.5% | +27.5% | +333.0% | +276.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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