+7,916.8%
BNY vs LEN
+10,174.6%
-2,257.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | +0.3% | -3.4% | +3.7% | +1.3% |
| 30D | +1.9% | -5.7% | +7.6% | +3.6% |
| 3M | +13.9% | -12.2% | +26.1% | +17.6% |
| 6M | +42.3% | -18.3% | +60.6% | +49.4% |
| YTD | +41.8% | -20.2% | +62.0% | +49.0% |
| 1Y | +57.9% | -40.1% | +98.0% | +79.6% |
| 3Y | +290.7% | -26.2% | +316.9% | +304.8% |
| 5Y | +252.3% | -9.8% | +262.1% | +234.5% |
| 10Y | +412.8% | +109.1% | +303.7% | +241.3% |
| All | +7,916.8% | +10,174.6% | -2,257.9% | +1,152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 all: compounded portfolio wealth divided by compounded LEN 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…
all analysis · Full analysis span regression · 6 months rolling