+1,008.9%
BE vs BAC
+147.2%
+861.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.5% | +10.1% | +10.0% |
| 7D | +29.8% | +1.2% | +28.6% | +28.5% |
| 30D | +26.4% | -0.7% | +27.1% | +27.0% |
| 3M | +9.3% | +16.9% | -7.6% | -4.1% |
| 6M | +105.1% | +29.6% | +75.5% | +65.2% |
| YTD | +219.0% | +15.3% | +203.8% | +182.7% |
| 1Y | +418.8% | +28.8% | +389.9% | +320.6% |
| 3Y | +1,784.6% | +136.4% | +1,648.2% | +851.5% |
| 5Y | +1,251.0% | +72.9% | +1,178.1% | +751.4% |
| All | +1,008.9% | +147.2% | +861.6% | +377.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling