+289.9%
BNY vs MDY
+48.5%
+241.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.5% |
| 7D | -1.3% | -1.9% | +0.5% | 0.0% |
| 30D | -0.2% | -4.6% | +4.5% | +3.3% |
| 3M | +14.9% | -1.2% | +16.2% | +15.8% |
| 6M | +40.0% | +9.2% | +30.8% | +30.7% |
| YTD | +42.0% | +13.1% | +28.9% | +29.3% |
| 1Y | +56.9% | +13.0% | +43.8% | +42.8% |
| 3Y | +289.9% | +49.2% | +240.7% | +183.7% |
| All | +289.9% | +48.5% | +241.4% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling