+58.9%
BNY vs EME
+19.7%
+39.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.1% |
| 7D | +1.4% | +1.9% | -0.5% | +1.2% |
| 30D | +3.8% | -8.3% | +12.1% | +5.0% |
| 3M | +14.9% | -10.7% | +25.7% | +16.1% |
| 6M | +40.3% | +1.9% | +38.4% | +39.5% |
| YTD | +43.8% | +23.5% | +20.3% | +40.2% |
| 1Y | +58.9% | +18.0% | +40.9% | +51.2% |
| All | +58.9% | +19.7% | +39.2% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 1y: compounded portfolio wealth divided by compounded EME 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…
1y analysis · Full analysis span regression · 6 months rolling