+8,024.8%
BNY vs DOC
+2,974.4%
+5,050.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +1.2% |
| 7D | +1.4% | -1.5% | +2.9% | +2.1% |
| 30D | +3.8% | -4.8% | +8.6% | +6.0% |
| 3M | +14.9% | +6.9% | +8.0% | +10.8% |
| 6M | +40.3% | +20.7% | +19.6% | +26.1% |
| YTD | +43.8% | +34.1% | +9.6% | +22.7% |
| 1Y | +58.9% | +22.6% | +36.2% | +40.8% |
| 3Y | +290.4% | +20.8% | +269.6% | +239.3% |
| 5Y | +250.1% | -24.9% | +274.9% | +276.5% |
| 10Y | +410.7% | -1.8% | +412.5% | +335.7% |
| All | +8,024.8% | +2,974.4% | +5,050.5% | +1,811.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling