+289.9%
BNY vs EIX
-7.1%
+297.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.4% | +0.3% |
| 7D | -1.3% | -1.4% | 0.0% | -1.1% |
| 30D | -0.2% | -19.3% | +19.1% | +2.9% |
| 3M | +14.9% | -21.7% | +36.6% | +18.9% |
| 6M | +40.0% | -19.8% | +59.8% | +43.8% |
| YTD | +42.0% | -3.0% | +45.0% | +38.1% |
| 1Y | +56.9% | +5.1% | +51.8% | +48.8% |
| 3Y | +289.9% | -7.0% | +296.8% | +269.7% |
| All | +289.9% | -7.1% | +297.0% | +269.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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