+406.7%
BNY vs PAAS
+230.4%
+176.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.7% | +0.1% |
| 7D | -1.3% | -1.9% | +0.6% | -1.2% |
| 30D | -0.2% | -3.6% | +3.4% | 0.0% |
| 3M | +14.9% | +8.6% | +6.4% | +14.1% |
| 6M | +40.0% | -16.7% | +56.7% | +40.9% |
| YTD | +42.0% | -1.9% | +43.9% | +41.2% |
| 1Y | +56.9% | +38.0% | +18.8% | +52.6% |
| 3Y | +289.9% | +234.9% | +54.9% | +257.6% |
| 5Y | +259.2% | +119.5% | +139.7% | +231.8% |
| All | +406.7% | +230.4% | +176.4% | +368.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling