+210.1%
BNY vs AS
+114.1%
+96.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.8% |
| 7D | +1.5% | -2.6% | +4.1% | +1.8% |
| 30D | +3.3% | -22.1% | +25.4% | +6.6% |
| 3M | +15.3% | -15.3% | +30.6% | +17.4% |
| 6M | +42.5% | -15.6% | +58.0% | +44.7% |
| YTD | +42.0% | -23.2% | +65.2% | +46.0% |
| 1Y | +59.3% | -21.7% | +81.0% | +62.9% |
| All | +210.1% | +114.1% | +96.0% | +188.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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