+1,003.0%
BE vs BNY
+275.7%
+727.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.6% | +6.6% |
| 7D | +9.0% | -1.3% | +10.4% | +10.2% |
| 30D | +16.3% | -0.2% | +16.4% | +16.4% |
| 3M | +10.8% | +14.9% | -4.1% | -1.7% |
| 6M | +73.2% | +40.0% | +33.2% | +29.9% |
| YTD | +217.4% | +42.0% | +175.4% | +134.4% |
| 1Y | +309.8% | +56.9% | +252.9% | +179.6% |
| 3Y | +1,726.2% | +289.9% | +1,436.3% | +476.8% |
| 5Y | +1,306.2% | +259.2% | +1,047.0% | +367.2% |
| All | +1,003.0% | +275.7% | +727.3% | +169.0% |
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