+56.9%
BNY vs CG
-33.8%
+90.7%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.5% |
| 7D | -1.3% | -9.9% | +8.5% | +1.4% |
| 30D | -0.2% | -11.7% | +11.5% | +2.9% |
| 3M | +14.9% | -4.3% | +19.2% | +15.4% |
| 6M | +40.0% | -8.8% | +48.7% | +41.6% |
| YTD | +42.0% | -26.9% | +68.8% | +53.6% |
| 1Y | +56.9% | -35.4% | +92.3% | +72.2% |
| All | +56.9% | -33.8% | +90.7% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling