+261.7%
BNY vs AR
+48.6%
+213.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +3.9% | +7.4% | -3.5% | +2.9% |
| 30D | +11.9% | +5.8% | +6.2% | +11.0% |
| 3M | -5.0% | +5.2% | -10.3% | -5.9% |
| 6M | +14.6% | +5.4% | +9.2% | +13.3% |
| YTD | +34.5% | +12.4% | +22.1% | +30.5% |
| 1Y | +40.6% | +12.8% | +27.8% | +36.2% |
| 3Y | +261.7% | +47.2% | +214.5% | +236.4% |
| All | +261.7% | +48.6% | +213.1% | +236.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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