-16.3%
NOW vs BAC
+85.9%
-102.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | -3.0% | -1.2% | -1.8% | -2.6% |
| 30D | -26.0% | -7.7% | -18.4% | -24.3% |
| 3M | -13.1% | -21.2% | +8.0% | -6.9% |
| 6M | +14.5% | -6.8% | +21.4% | +15.1% |
| YTD | -33.4% | -8.7% | -24.7% | -32.8% |
| 1Y | -40.6% | -5.3% | -35.3% | -41.0% |
| 3Y | -16.3% | +87.4% | -103.8% | -29.5% |
| All | -16.3% | +85.9% | -102.3% | -29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling