+190.9%
BNY vs DECK
+24.6%
+166.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.3% |
| 7D | 0.0% | -0.8% | +0.8% | +0.1% |
| 30D | +7.4% | +4.9% | +2.5% | +6.4% |
| 3M | -4.3% | -5.8% | +1.5% | -3.6% |
| 6M | +16.2% | -8.6% | +24.8% | +17.1% |
| YTD | +33.9% | -14.7% | +48.6% | +35.7% |
| 1Y | +39.7% | +6.9% | +32.8% | +35.5% |
| 3Y | +258.0% | -16.2% | +274.2% | +235.9% |
| All | +190.9% | +24.6% | +166.3% | +127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling