+1,362.4%
MU vs BAC
+132.7%
+1,229.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +9.0% | +1.1% | +7.9% | +8.3% |
| 30D | +13.8% | -0.4% | +14.2% | +13.8% |
| 3M | +2.1% | +16.9% | -14.8% | -7.5% |
| 6M | +153.8% | +26.6% | +127.2% | +116.9% |
| YTD | +256.4% | +15.8% | +240.6% | +221.6% |
| 1Y | +719.8% | +27.2% | +692.6% | +587.9% |
| All | +1,362.4% | +132.7% | +1,229.7% | +832.8% |
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