+2,568.9%
BNY vs NTAP
+23,312.9%
-20,744.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.3% |
| 7D | +0.3% | +2.2% | -1.9% | -0.2% |
| 30D | +1.9% | -7.0% | +9.0% | +3.4% |
| 3M | +13.9% | +12.3% | +1.6% | +10.8% |
| 6M | +42.3% | +85.1% | -42.8% | +23.9% |
| YTD | +41.8% | +74.8% | -32.9% | +24.8% |
| 1Y | +57.9% | +52.7% | +5.3% | +42.5% |
| 3Y | +290.7% | +147.7% | +143.1% | +213.7% |
| 5Y | +252.3% | +124.8% | +127.5% | +187.0% |
| 10Y | +412.8% | +589.7% | -176.9% | +226.1% |
| All | +2,568.9% | +23,312.9% | -20,744.0% | +716.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 all: compounded portfolio wealth divided by compounded NTAP 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…
all analysis · Full analysis span regression · 6 months rolling