+506.3%
NOW vs BAC
+247.0%
+259.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.3% | -3.2% |
| 7D | -8.7% | +2.1% | -10.8% | -9.4% |
| 30D | -29.3% | -6.7% | -22.6% | -27.6% |
| 3M | -21.8% | -20.2% | -1.6% | -15.8% |
| 6M | +9.2% | -0.2% | +9.5% | +8.3% |
| YTD | -35.0% | -6.4% | -28.6% | -34.3% |
| 1Y | -42.5% | -3.1% | -39.4% | -42.7% |
| 3Y | -21.5% | +96.7% | -118.3% | -40.1% |
| 5Y | -25.8% | +21.3% | -47.0% | -34.1% |
| 10Y | +506.3% | +237.7% | +268.6% | +253.7% |
| All | +506.3% | +247.0% | +259.4% | +253.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling