+256.9%
BNY vs BN
+33.2%
+223.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | -1.3% | -5.2% | +3.9% | +1.2% |
| 30D | -0.2% | -14.5% | +14.3% | +7.4% |
| 3M | +14.9% | -15.0% | +29.9% | +23.9% |
| 6M | +40.0% | -5.4% | +45.4% | +42.4% |
| YTD | +42.0% | -16.4% | +58.4% | +52.7% |
| 1Y | +56.9% | -16.2% | +73.1% | +68.0% |
| 3Y | +289.9% | +67.5% | +222.3% | +185.1% |
| All | +256.9% | +33.2% | +223.8% | +186.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling