+193.1%
BNY vs DOCS
-52.4%
+245.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | +3.9% | +2.6% | +1.3% | +3.6% |
| 30D | +11.9% | +11.4% | +0.5% | +10.9% |
| 3M | -5.0% | +25.4% | -30.4% | -7.0% |
| 6M | +14.6% | +42.5% | -27.9% | +10.0% |
| YTD | +34.5% | -24.7% | +59.2% | +36.7% |
| 1Y | +40.6% | -32.9% | +73.5% | +44.5% |
| 3Y | +261.7% | +39.6% | +222.1% | +229.9% |
| All | +193.1% | -52.4% | +245.5% | +180.0% |
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