+256.9%
BNY vs EIX
+20.9%
+236.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.4% | +0.4% |
| 7D | -1.3% | -1.4% | 0.0% | -1.1% |
| 30D | -0.2% | -19.3% | +19.1% | +3.9% |
| 3M | +14.9% | -21.7% | +36.6% | +20.2% |
| 6M | +40.0% | -19.8% | +59.8% | +45.1% |
| YTD | +42.0% | -3.0% | +45.0% | +37.9% |
| 1Y | +56.9% | +5.1% | +51.8% | +48.0% |
| 3Y | +289.9% | -7.0% | +296.8% | +273.6% |
| All | +256.9% | +20.9% | +236.0% | +204.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling