+58.9%
BNY vs MTB
+23.4%
+35.5%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +1.4% | +1.7% | -0.3% | +0.6% |
| 30D | +3.8% | -4.2% | +8.0% | +5.9% |
| 3M | +14.9% | +8.9% | +6.0% | +10.3% |
| 6M | +40.3% | +10.9% | +29.5% | +33.4% |
| YTD | +43.8% | +21.5% | +22.3% | +31.3% |
| 1Y | +58.9% | +21.9% | +37.0% | +45.8% |
| All | +58.9% | +23.4% | +35.5% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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