+402.3%
BNY vs ET
+191.3%
+211.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -4.4% | 0.0% | -4.3% | -4.3% |
| 30D | -3.4% | +2.1% | -5.5% | -4.1% |
| 3M | +9.9% | +14.6% | -4.6% | +4.9% |
| 6M | +36.8% | +18.5% | +18.3% | +28.7% |
| YTD | +37.6% | +37.3% | +0.3% | +23.0% |
| 1Y | +50.8% | +32.4% | +18.4% | +36.3% |
| 3Y | +270.5% | +99.4% | +171.1% | +189.5% |
| 5Y | +253.4% | +243.0% | +10.4% | +128.8% |
| 10Y | +402.3% | +194.4% | +207.8% | +205.9% |
| All | +402.3% | +191.3% | +211.0% | +205.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 10y: compounded portfolio wealth divided by compounded ET 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…
10y analysis · Full analysis span regression · 6 months rolling