+252.1%
BNY vs DOCS
-75.4%
+327.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.3% | +6.1% | -0.6% |
| 7D | +1.5% | -7.3% | +8.8% | +2.1% |
| 30D | +3.3% | -10.9% | +14.2% | +4.2% |
| 3M | +15.3% | +20.3% | -5.0% | +12.8% |
| 6M | +42.5% | -3.6% | +46.1% | +41.3% |
| YTD | +42.0% | -44.9% | +86.9% | +48.0% |
| 1Y | +59.3% | -64.9% | +124.2% | +72.9% |
| 3Y | +291.2% | +7.6% | +283.6% | +266.0% |
| 5Y | +252.1% | -74.0% | +326.0% | +251.7% |
| All | +252.1% | -75.4% | +327.4% | +251.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling