+256.9%
BNY vs EXEL
+180.6%
+76.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.4% |
| 7D | -1.3% | -4.9% | +3.6% | -0.6% |
| 30D | -0.2% | +11.4% | -11.6% | -1.7% |
| 3M | +14.9% | +4.9% | +10.0% | +13.9% |
| 6M | +40.0% | +34.4% | +5.6% | +33.7% |
| YTD | +42.0% | +28.0% | +13.9% | +36.3% |
| 1Y | +56.9% | +43.6% | +13.2% | +47.6% |
| 3Y | +289.9% | +155.2% | +134.7% | +223.9% |
| All | +256.9% | +180.6% | +76.3% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 5y: compounded portfolio wealth divided by compounded EXEL 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…
5y analysis · Full analysis span regression · 6 months rolling