+1,315.7%
MU vs BAC
+71.7%
+1,243.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +9.0% | +1.1% | +7.9% | +8.2% |
| 30D | +13.8% | -0.4% | +14.2% | +13.8% |
| 3M | +2.1% | +16.9% | -14.8% | -7.8% |
| 6M | +153.8% | +26.6% | +127.2% | +116.2% |
| YTD | +256.4% | +15.8% | +240.6% | +220.2% |
| 1Y | +719.8% | +27.2% | +692.6% | +588.4% |
| 3Y | +1,360.4% | +132.4% | +1,228.0% | +736.8% |
| All | +1,315.7% | +71.7% | +1,243.9% | +892.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling