+412.3%
BNY vs EMB
+131.4%
+280.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | 0.0% |
| 7D | +0.3% | 0.0% | +0.3% | +0.3% |
| 30D | +1.9% | -0.3% | +2.2% | +2.2% |
| 3M | +13.9% | -0.3% | +14.2% | +14.1% |
| 6M | +42.3% | +0.7% | +41.6% | +41.4% |
| YTD | +41.8% | +1.3% | +40.6% | +40.3% |
| 1Y | +57.9% | +4.7% | +53.3% | +52.1% |
| 3Y | +290.7% | +30.1% | +260.6% | +216.2% |
| 5Y | +252.3% | +6.9% | +245.4% | +231.4% |
| 10Y | +412.8% | +30.7% | +382.1% | +316.7% |
| All | +412.3% | +131.4% | +280.9% | +246.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 all: compounded portfolio wealth divided by compounded EMB 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…
all analysis · Full analysis span regression · 6 months rolling