+521.8%
NOW vs BAC
+239.8%
+282.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -5.6% | -1.9% | -3.7% | -4.9% |
| 30D | -26.8% | -7.2% | -19.6% | -24.9% |
| 3M | -19.4% | -20.4% | +1.0% | -13.2% |
| 6M | +12.3% | +1.3% | +11.0% | +10.8% |
| YTD | -32.9% | -6.4% | -26.5% | -32.2% |
| 1Y | -40.3% | -3.5% | -36.8% | -40.4% |
| 3Y | -19.1% | +96.7% | -115.8% | -38.2% |
| 5Y | -24.4% | +20.6% | -44.9% | -32.7% |
| 10Y | +521.8% | +233.0% | +288.8% | +262.7% |
| All | +521.8% | +239.8% | +282.0% | +262.7% |
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