+289.9%
BNY vs DRI
+54.5%
+235.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | -1.3% | -3.2% | +1.9% | -0.7% |
| 30D | -0.2% | -7.8% | +7.6% | +1.5% |
| 3M | +14.9% | +0.4% | +14.6% | +14.6% |
| 6M | +40.0% | +4.8% | +35.2% | +37.9% |
| YTD | +42.0% | +16.7% | +25.2% | +35.6% |
| 1Y | +56.9% | +1.5% | +55.4% | +55.3% |
| 3Y | +289.9% | +56.3% | +233.6% | +227.6% |
| All | +289.9% | +54.5% | +235.4% | +227.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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