+55.3%
BE vs BAC
-0.5%
+55.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.0% | -10.3% | -10.4% |
| 7D | -12.1% | +1.5% | -13.7% | -13.5% |
| 30D | -30.1% | -4.4% | -25.7% | -26.5% |
| 3M | -12.1% | -17.5% | +5.4% | +7.2% |
| 6M | -30.6% | -0.1% | -30.5% | -30.0% |
| YTD | +130.6% | -4.6% | +135.3% | +138.9% |
| 1Y | +55.3% | -1.5% | +56.8% | +50.7% |
| All | +55.3% | -0.5% | +55.8% | +50.7% |
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