+59.4%
BE vs BAC
-4.3%
+63.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.2% |
| 7D | +20.5% | +1.5% | +19.0% | +18.6% |
| 30D | -23.4% | -6.4% | -17.0% | -16.4% |
| 3M | -14.9% | -21.7% | +6.8% | +12.8% |
| 6M | -28.1% | +0.5% | -28.6% | -27.9% |
| YTD | +132.4% | -6.7% | +139.1% | +148.6% |
| 1Y | +59.4% | -4.7% | +64.0% | +58.2% |
| All | +59.4% | -4.3% | +63.6% | +58.2% |
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