-40.7%
NOW vs BAC
-3.3%
-37.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.8% |
| 7D | -3.1% | +2.0% | -5.0% | -2.9% |
| 30D | -27.0% | -6.9% | -20.1% | -27.2% |
| 3M | -17.7% | -19.6% | +1.9% | -18.5% |
| 6M | +12.7% | -0.5% | +13.2% | +8.1% |
| YTD | -32.9% | -6.6% | -26.3% | -34.8% |
| All | -40.7% | -3.3% | -37.4% | -43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling