+56.9%
BNY vs AEIS
+81.9%
-25.1%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | -0.4% |
| 7D | -1.3% | +2.3% | -3.6% | -1.5% |
| 30D | -0.2% | -14.8% | +14.6% | +1.2% |
| 3M | +14.9% | -15.6% | +30.5% | +15.7% |
| 6M | +40.0% | -8.7% | +48.7% | +38.8% |
| YTD | +42.0% | +37.3% | +4.6% | +34.1% |
| 1Y | +56.9% | +80.3% | -23.5% | +45.0% |
| All | +56.9% | +81.9% | -25.1% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling