+58.9%
BNY vs ARWR
+208.4%
-149.5%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +1.4% | +1.7% | -0.2% | +1.3% |
| 30D | +3.8% | -0.7% | +4.5% | +3.9% |
| 3M | +14.9% | +14.9% | 0.0% | +13.4% |
| 6M | +40.3% | +32.6% | +7.7% | +36.5% |
| YTD | +43.8% | +30.0% | +13.7% | +39.8% |
| 1Y | +58.9% | +208.4% | -149.5% | +47.2% |
| All | +58.9% | +208.4% | -149.5% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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