+593.0%
BE vs BAC
+95.8%
+497.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.7% | +4.1% | +4.0% |
| 7D | -14.7% | -1.2% | -13.6% | -13.7% |
| 30D | -40.5% | -7.7% | -32.9% | -36.1% |
| 3M | -24.3% | -21.2% | -3.2% | -7.3% |
| 6M | -39.3% | -6.8% | -32.5% | -35.3% |
| YTD | +99.4% | -8.7% | +108.1% | +116.0% |
| 1Y | +26.6% | -5.3% | +31.9% | +34.0% |
| 3Y | +1,616.9% | +87.4% | +1,529.5% | +953.2% |
| 5Y | +441.4% | +18.9% | +422.5% | +366.2% |
| All | +593.0% | +95.8% | +497.1% | +265.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling