+289.9%
BNY vs CLBK
+52.2%
+237.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -1.3% | -1.5% | +0.1% | -0.9% |
| 30D | -0.2% | -1.0% | +0.9% | +0.1% |
| 3M | +14.9% | +22.9% | -8.0% | +8.3% |
| 6M | +40.0% | +44.2% | -4.2% | +25.9% |
| YTD | +42.0% | +64.0% | -22.0% | +23.0% |
| 1Y | +56.9% | +65.7% | -8.8% | +35.0% |
| 3Y | +289.9% | +54.1% | +235.8% | +232.0% |
| All | +289.9% | +52.2% | +237.7% | +232.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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