+406.7%
BNY vs BN
+265.2%
+141.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | -1.3% | -5.2% | +3.9% | +1.5% |
| 30D | -0.2% | -14.5% | +14.3% | +8.4% |
| 3M | +14.9% | -15.0% | +29.9% | +25.0% |
| 6M | +40.0% | -5.4% | +45.4% | +42.7% |
| YTD | +42.0% | -16.4% | +58.4% | +54.0% |
| 1Y | +56.9% | -16.2% | +73.1% | +69.2% |
| 3Y | +289.9% | +67.5% | +222.3% | +174.9% |
| 5Y | +259.2% | +34.1% | +225.1% | +180.0% |
| All | +406.7% | +265.2% | +141.6% | +147.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling