+7,916.8%
BNY vs ETR
+4,408.0%
+3,508.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | +0.3% |
| 7D | +0.3% | +0.4% | -0.1% | +0.1% |
| 30D | +1.9% | +2.0% | -0.1% | +1.0% |
| 3M | +13.9% | -1.7% | +15.6% | +14.5% |
| 6M | +42.3% | +3.6% | +38.7% | +39.1% |
| YTD | +41.8% | +18.0% | +23.8% | +30.8% |
| 1Y | +57.9% | +26.2% | +31.7% | +41.3% |
| 3Y | +290.7% | +148.0% | +142.7% | +156.3% |
| 5Y | +252.3% | +126.1% | +126.2% | +136.4% |
| 10Y | +412.8% | +302.3% | +110.5% | +155.8% |
| All | +7,916.8% | +4,408.0% | +3,508.7% | +1,370.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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