+4,616.2%
BNY vs ARWR
-97.1%
+4,713.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.2% |
| 7D | +1.5% | +2.9% | -1.4% | +1.4% |
| 30D | +3.3% | -2.9% | +6.2% | +3.3% |
| 3M | +15.3% | +15.2% | +0.1% | +15.2% |
| 6M | +42.5% | +42.3% | +0.2% | +42.1% |
| YTD | +42.0% | +28.2% | +13.8% | +41.8% |
| 1Y | +59.3% | +213.2% | -154.0% | +58.2% |
| 3Y | +291.2% | +184.6% | +106.6% | +287.8% |
| 5Y | +252.1% | +29.2% | +222.8% | +249.8% |
| 10Y | +407.1% | +1,012.5% | -605.4% | +396.8% |
| All | +4,616.2% | -97.1% | +4,713.3% | +4,055.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling