+58.9%
BNY vs BN
-6.5%
+65.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +1.4% | -2.5% | +3.9% | +2.3% |
| 30D | +3.8% | -9.5% | +13.3% | +7.3% |
| 3M | +14.9% | -10.4% | +25.3% | +19.1% |
| 6M | +40.3% | -6.4% | +46.7% | +42.4% |
| YTD | +43.8% | -11.9% | +55.6% | +48.5% |
| 1Y | +58.9% | -8.6% | +67.5% | +61.6% |
| All | +58.9% | -6.5% | +65.4% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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