+259.0%
BNY vs IWD
+72.1%
+187.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | -1.1% | -2.3% | +1.3% | +1.7% |
| 30D | +1.4% | -1.8% | +3.2% | +3.5% |
| 3M | +16.8% | +8.0% | +8.8% | +6.4% |
| 6M | +42.0% | +17.0% | +25.0% | +17.5% |
| YTD | +41.9% | +21.3% | +20.6% | +12.6% |
| 1Y | +59.2% | +27.9% | +31.2% | +18.4% |
| 3Y | +290.9% | +70.1% | +220.9% | +104.8% |
| 5Y | +259.0% | +74.2% | +184.9% | +83.7% |
| All | +259.0% | +72.1% | +187.0% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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