+675.7%
BNY vs CDW
+851.1%
-175.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.2% | +4.0% | +0.8% |
| 7D | +1.5% | -3.9% | +5.3% | +2.9% |
| 30D | +3.3% | +6.9% | -3.6% | +0.2% |
| 3M | +15.3% | +7.7% | +7.6% | +10.0% |
| 6M | +42.5% | +18.3% | +24.1% | +27.4% |
| YTD | +42.0% | +7.8% | +34.3% | +31.7% |
| 1Y | +59.3% | -12.2% | +71.5% | +60.4% |
| 3Y | +291.2% | -28.9% | +320.2% | +320.1% |
| 5Y | +252.1% | -22.8% | +274.8% | +255.9% |
| 10Y | +407.1% | +266.1% | +141.1% | +172.3% |
| All | +675.7% | +851.1% | -175.4% | +268.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling