+6.8%
NOW vs BAC
+71.7%
-64.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -2.9% |
| 7D | -2.4% | +1.1% | -3.5% | -2.9% |
| 30D | +20.5% | -0.4% | +20.9% | +20.5% |
| 3M | +18.3% | +16.9% | +1.4% | +9.9% |
| 6M | +24.1% | +26.6% | -2.5% | +10.8% |
| YTD | -7.8% | +15.8% | -23.6% | -14.5% |
| 1Y | -21.4% | +27.2% | -48.6% | -30.6% |
| 3Y | +19.5% | +132.4% | -112.9% | -23.0% |
| All | +6.8% | +71.7% | -64.9% | -19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling