+1,980.5%
NOW vs BAC
+706.5%
+1,274.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.6% | -2.3% | -4.5% |
| 7D | -6.7% | -2.7% | -4.0% | -5.6% |
| 30D | -25.8% | -8.0% | -17.8% | -23.4% |
| 3M | -12.7% | -20.9% | +8.2% | -4.7% |
| 6M | +11.2% | -5.4% | +16.6% | +12.6% |
| YTD | -33.2% | -8.1% | -25.1% | -31.9% |
| 1Y | -41.8% | -3.1% | -38.7% | -42.0% |
| 3Y | -15.7% | +88.1% | -103.8% | -36.8% |
| 5Y | -26.0% | +19.7% | -45.8% | -34.5% |
| 10Y | +515.1% | +275.9% | +239.2% | +185.6% |
| All | +1,980.5% | +706.5% | +1,274.0% | +676.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling