+289.9%
BNY vs A
+31.5%
+258.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.6% | -0.5% |
| 7D | -1.3% | -2.6% | +1.3% | -0.8% |
| 30D | -0.2% | -0.9% | +0.7% | -0.1% |
| 3M | +14.9% | +13.6% | +1.3% | +11.7% |
| 6M | +40.0% | +27.8% | +12.2% | +32.1% |
| YTD | +42.0% | +8.6% | +33.3% | +39.0% |
| 1Y | +56.9% | +16.9% | +40.0% | +50.5% |
| 3Y | +289.9% | +32.9% | +257.0% | +253.1% |
| All | +289.9% | +31.5% | +258.3% | +253.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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