+504.6%
NOW vs BAC
+257.8%
+246.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | 0.0% |
| 7D | -3.1% | +2.0% | -5.0% | -3.7% |
| 30D | -27.0% | -6.9% | -20.1% | -25.3% |
| 3M | -17.7% | -19.6% | +1.9% | -11.7% |
| 6M | +12.7% | -0.5% | +13.2% | +11.8% |
| YTD | -32.9% | -6.6% | -26.3% | -32.2% |
| 1Y | -40.4% | -3.0% | -37.4% | -40.6% |
| 3Y | -17.1% | +97.3% | -114.4% | -36.7% |
| 5Y | -25.7% | +21.9% | -47.5% | -34.0% |
| 10Y | +504.6% | +251.7% | +253.0% | +269.5% |
| All | +504.6% | +257.8% | +246.8% | +269.5% |
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