+43.9%
BNY vs LVS
-31.5%
+75.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.5% | -4.2% | +1.4% |
| 7D | +2.8% | +13.4% | -10.6% | +1.1% |
| 30D | +6.7% | +12.2% | -5.5% | +5.0% |
| 3M | -2.2% | -10.7% | +8.6% | -1.2% |
| 6M | +16.8% | -19.8% | +36.6% | +19.7% |
| YTD | +33.9% | -35.8% | +69.7% | +40.1% |
| 1Y | +43.9% | -31.8% | +75.7% | +47.6% |
| All | +43.9% | -31.5% | +75.4% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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