+289.9%
BNY vs ET
+96.2%
+193.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | +0.3% |
| 7D | -1.3% | +0.2% | -1.6% | -1.4% |
| 30D | -0.2% | +2.9% | -3.0% | -1.2% |
| 3M | +14.9% | +16.8% | -1.9% | +8.3% |
| 6M | +40.0% | +18.9% | +21.1% | +30.5% |
| YTD | +42.0% | +37.7% | +4.3% | +24.2% |
| 1Y | +56.9% | +32.4% | +24.4% | +39.4% |
| 3Y | +289.9% | +99.5% | +190.4% | +181.4% |
| All | +289.9% | +96.2% | +193.7% | +181.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling