+289.9%
BNY vs CDW
-24.7%
+314.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.8% | -7.8% | -1.3% |
| 7D | -1.3% | +0.9% | -2.2% | -1.5% |
| 30D | -0.2% | +13.1% | -13.2% | -2.6% |
| 3M | +14.9% | +19.7% | -4.7% | +9.9% |
| 6M | +40.0% | +30.7% | +9.3% | +28.6% |
| YTD | +42.0% | +14.7% | +27.3% | +35.6% |
| 1Y | +56.9% | -5.3% | +62.2% | +58.4% |
| 3Y | +289.9% | -23.8% | +313.7% | +294.1% |
| All | +289.9% | -24.7% | +314.5% | +294.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 3y: compounded portfolio wealth divided by compounded CDW 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…
3y analysis · Full analysis span regression · 6 months rolling