+289.9%
BNY vs NI
+68.9%
+220.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -1.3% | 0.0% | -1.4% | -1.3% |
| 30D | -0.2% | -1.4% | +1.2% | +0.2% |
| 3M | +14.9% | -10.6% | +25.5% | +18.7% |
| 6M | +40.0% | -9.3% | +49.3% | +43.5% |
| YTD | +42.0% | +1.1% | +40.8% | +39.4% |
| 1Y | +56.9% | +3.4% | +53.5% | +52.4% |
| 3Y | +289.9% | +67.9% | +222.0% | +211.2% |
| All | +289.9% | +68.9% | +220.9% | +211.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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