+1,709.5%
BE vs BAC
+99.1%
+1,610.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.0% | -5.9% | -6.0% |
| 7D | +10.8% | +3.2% | +7.6% | +7.3% |
| 30D | -19.8% | -0.7% | -19.1% | -18.7% |
| 3M | -18.7% | -20.0% | +1.3% | +2.9% |
| 6M | -33.7% | +3.4% | -37.2% | -35.5% |
| YTD | +121.0% | -5.7% | +126.7% | +135.3% |
| 1Y | +85.4% | -1.4% | +86.9% | +89.1% |
| 3Y | +1,709.5% | +97.9% | +1,611.6% | +500.4% |
| All | +1,709.5% | +99.1% | +1,610.5% | +500.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling