+255.7%
BNY vs DOC
-24.5%
+280.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.9% |
| 7D | +1.4% | -1.5% | +2.9% | +1.9% |
| 30D | +3.8% | -4.8% | +8.6% | +5.4% |
| 3M | +14.9% | +6.9% | +8.0% | +12.0% |
| 6M | +40.3% | +20.7% | +19.6% | +30.3% |
| YTD | +43.9% | +34.1% | +9.7% | +28.1% |
| 1Y | +59.0% | +22.6% | +36.4% | +45.9% |
| 3Y | +290.7% | +20.8% | +269.9% | +256.8% |
| All | +255.7% | -24.5% | +280.2% | +283.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded DOC 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling