+289.9%
BNY vs NDAQ
+84.5%
+205.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -1.3% | -5.6% | +4.2% | +1.0% |
| 30D | -0.2% | -4.4% | +4.2% | +1.6% |
| 3M | +14.9% | +5.9% | +9.1% | +11.5% |
| 6M | +40.0% | +7.7% | +32.2% | +34.1% |
| YTD | +42.0% | -5.2% | +47.1% | +43.8% |
| 1Y | +56.9% | -3.4% | +60.2% | +57.1% |
| 3Y | +289.9% | +85.6% | +204.2% | +197.6% |
| All | +289.9% | +84.5% | +205.4% | +197.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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