+7,916.8%
BNY vs BN
+14,569.6%
-6,652.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.7% |
| 7D | +0.3% | -3.0% | +3.3% | +1.7% |
| 30D | +1.9% | -13.0% | +14.9% | +8.8% |
| 3M | +13.9% | -15.2% | +29.1% | +23.0% |
| 6M | +42.3% | -5.9% | +48.2% | +45.3% |
| YTD | +41.8% | -15.8% | +57.6% | +52.1% |
| 1Y | +57.9% | -12.2% | +70.1% | +65.5% |
| 3Y | +290.7% | +72.2% | +218.5% | +187.7% |
| 5Y | +252.3% | +33.2% | +219.1% | +187.9% |
| 10Y | +412.8% | +264.7% | +148.1% | +154.4% |
| All | +7,916.8% | +14,569.6% | -6,652.9% | +1,526.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling