+256.9%
BNY vs IBN
+58.3%
+198.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.8% | -0.7% |
| 7D | -1.3% | -3.0% | +1.7% | -0.2% |
| 30D | -0.2% | -1.5% | +1.3% | +0.4% |
| 3M | +14.9% | +7.9% | +7.0% | +11.4% |
| 6M | +40.0% | +8.6% | +31.4% | +35.0% |
| YTD | +42.0% | -0.6% | +42.5% | +41.4% |
| 1Y | +56.9% | -7.3% | +64.2% | +60.2% |
| 3Y | +289.9% | +26.2% | +263.7% | +238.7% |
| All | +256.9% | +58.3% | +198.6% | +172.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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