+800.5%
B vs BNY
+8,066.6%
-7,266.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +1.0% | +0.3% | +0.8% | +1.0% |
| 30D | +9.5% | +1.9% | +7.6% | +9.4% |
| 3M | +14.3% | +13.9% | +0.4% | +13.6% |
| 6M | -1.9% | +42.3% | -44.2% | -3.6% |
| YTD | +4.1% | +41.8% | -37.8% | +2.3% |
| 1Y | +56.1% | +57.9% | -1.8% | +52.7% |
| 3Y | +202.0% | +290.7% | -88.7% | +183.9% |
| 5Y | +158.8% | +252.3% | -93.5% | +143.3% |
| 10Y | +211.9% | +412.8% | -200.9% | +186.2% |
| All | +800.5% | +8,066.6% | -7,266.1% | +938.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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