+289.7%
BNY vs ALL
+150.1%
+139.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.8% | +0.2% |
| 7D | -1.1% | -4.3% | +3.2% | -0.2% |
| 30D | +1.4% | -3.6% | +5.0% | +2.1% |
| 3M | +16.8% | +13.2% | +3.6% | +13.0% |
| 6M | +42.0% | +22.5% | +19.5% | +34.4% |
| YTD | +41.9% | +22.7% | +19.2% | +33.7% |
| 1Y | +59.2% | +28.3% | +30.9% | +47.6% |
| All | +289.7% | +150.1% | +139.6% | +190.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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