+289.7%
BNY vs AR
+44.8%
+244.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.1% | -1.3% | +0.3% | -0.9% |
| 30D | +1.4% | +3.5% | -2.1% | +0.9% |
| 3M | +16.8% | +9.9% | +6.9% | +15.1% |
| 6M | +42.0% | +4.5% | +37.5% | +40.2% |
| YTD | +41.9% | +13.7% | +28.2% | +37.7% |
| 1Y | +59.2% | +19.2% | +40.0% | +52.5% |
| All | +289.7% | +44.8% | +244.9% | +255.8% |
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