+911.5%
BE vs BAC
+148.4%
+763.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.4% | +7.4% |
| 7D | +20.0% | +1.1% | +18.9% | +19.0% |
| 30D | +7.9% | -0.4% | +8.3% | +8.2% |
| 3M | -13.2% | +16.9% | -30.1% | -23.8% |
| 6M | +53.5% | +26.6% | +26.8% | +26.4% |
| YTD | +191.0% | +15.8% | +175.2% | +157.0% |
| 1Y | +360.5% | +27.2% | +333.3% | +277.5% |
| 3Y | +1,568.0% | +132.4% | +1,435.6% | +753.0% |
| 5Y | +1,055.2% | +72.6% | +982.6% | +629.3% |
| All | +911.5% | +148.4% | +763.1% | +334.4% |
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 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