-40.6%
NOW vs BAC
-5.5%
-35.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | -3.0% | -1.2% | -1.8% | -2.9% |
| 30D | -26.0% | -7.7% | -18.4% | -26.2% |
| 3M | -13.1% | -21.2% | +8.0% | -14.0% |
| 6M | +14.5% | -6.8% | +21.4% | +10.2% |
| YTD | -33.4% | -8.7% | -24.7% | -35.3% |
| 1Y | -40.6% | -5.3% | -35.3% | -43.7% |
| All | -40.6% | -5.5% | -35.1% | -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