+514.0%
NOW vs BAC
+228.6%
+285.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.2% |
| 7D | +0.3% | +3.2% | -3.0% | -0.8% |
| 30D | -27.0% | -0.7% | -26.2% | -26.8% |
| 3M | -19.6% | -20.0% | +0.3% | -13.5% |
| 6M | +17.5% | +3.4% | +14.0% | +15.0% |
| YTD | -33.3% | -5.7% | -27.5% | -32.7% |
| 1Y | -39.8% | -1.4% | -38.4% | -40.4% |
| 3Y | -19.9% | +97.9% | -117.8% | -39.1% |
| 5Y | -26.1% | +22.9% | -49.0% | -34.6% |
| All | +514.0% | +228.6% | +285.4% | +260.7% |
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