+43.9%
BNY vs P
+19.7%
+24.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.0% | +7.3% | +2.6% |
| 7D | +2.8% | -19.4% | +22.1% | +4.3% |
| 30D | +6.7% | -22.3% | +29.0% | +8.4% |
| 3M | -2.2% | +33.2% | -35.4% | -5.1% |
| 6M | +16.8% | +53.6% | -36.9% | +10.7% |
| YTD | +33.9% | +66.8% | -32.9% | +25.4% |
| 1Y | +43.9% | +17.5% | +26.4% | +35.6% |
| All | +43.9% | +19.7% | +24.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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