+256.9%
BNY vs ARWR
+29.9%
+227.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.3% | -4.0% | +2.7% | -0.9% |
| 30D | -0.2% | -5.0% | +4.9% | +0.3% |
| 3M | +14.9% | +11.3% | +3.6% | +13.3% |
| 6M | +40.0% | +42.6% | -2.6% | +34.2% |
| YTD | +42.0% | +24.8% | +17.2% | +37.6% |
| 1Y | +56.9% | +178.8% | -121.9% | +38.9% |
| 3Y | +289.9% | +183.3% | +106.5% | +225.1% |
| All | +256.9% | +29.9% | +227.0% | +203.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling