+58.9%
BNY vs IP
-18.9%
+77.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | +0.2% |
| 7D | +1.4% | -5.3% | +6.7% | +1.8% |
| 30D | +3.8% | -10.9% | +14.7% | +4.6% |
| 3M | +14.9% | +11.2% | +3.7% | +13.6% |
| 6M | +40.3% | -10.2% | +50.6% | +40.2% |
| YTD | +43.8% | -2.0% | +45.7% | +43.1% |
| 1Y | +58.9% | -19.1% | +78.0% | +57.9% |
| All | +58.9% | -18.9% | +77.8% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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