+43.9%
BNY vs EWJ
+18.0%
+26.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.4% | +0.9% | +1.8% |
| 7D | +2.8% | -1.2% | +4.0% | +3.2% |
| 30D | +6.7% | -5.5% | +12.2% | +8.9% |
| 3M | -2.2% | -0.8% | -1.4% | -2.0% |
| 6M | +16.8% | +7.1% | +9.7% | +12.8% |
| YTD | +33.9% | +16.9% | +17.0% | +21.1% |
| 1Y | +43.9% | +18.2% | +25.7% | +29.4% |
| All | +43.9% | +18.0% | +26.0% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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