+7,916.8%
BNY vs BBWI
+930.0%
+6,986.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +1.6% |
| 7D | +0.3% | -4.4% | +4.7% | +1.5% |
| 30D | +1.9% | -7.4% | +9.3% | +3.6% |
| 3M | +13.9% | -2.2% | +16.1% | +13.0% |
| 6M | +42.3% | -16.3% | +58.6% | +45.2% |
| YTD | +41.8% | -9.1% | +51.0% | +39.9% |
| 1Y | +57.9% | -34.5% | +92.5% | +68.2% |
| 3Y | +290.7% | -47.0% | +337.7% | +314.0% |
| 5Y | +252.3% | -68.8% | +321.1% | +314.0% |
| 10Y | +412.8% | -57.4% | +470.1% | +332.7% |
| All | +7,916.8% | +930.0% | +6,986.8% | +1,422.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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