+261.7%
BNY vs DOCS
+39.4%
+222.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | +3.9% | +2.6% | +1.3% | +3.7% |
| 30D | +11.9% | +11.4% | +0.5% | +11.4% |
| 3M | -5.0% | +25.4% | -30.4% | -6.1% |
| 6M | +14.6% | +42.5% | -27.9% | +12.1% |
| YTD | +34.5% | -24.7% | +59.2% | +36.7% |
| 1Y | +40.6% | -32.9% | +73.5% | +43.9% |
| 3Y | +261.7% | +39.6% | +222.1% | +252.7% |
| All | +261.7% | +39.4% | +222.4% | +252.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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