+1,726.2%
BE vs BNY
+287.0%
+1,439.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.6% | +6.6% |
| 7D | +9.0% | -1.3% | +10.4% | +10.6% |
| 30D | +16.3% | -0.2% | +16.4% | +16.4% |
| 3M | +10.8% | +14.9% | -4.1% | -4.7% |
| 6M | +73.2% | +40.0% | +33.2% | +20.8% |
| YTD | +217.4% | +42.0% | +175.4% | +116.1% |
| 1Y | +309.8% | +56.9% | +252.9% | +152.5% |
| 3Y | +1,726.2% | +289.9% | +1,436.3% | +227.1% |
| All | +1,726.2% | +287.0% | +1,439.1% | +227.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling