+193.1%
BNY vs PAAS
+48.6%
+144.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | +3.9% | -8.9% | +12.8% | +4.9% |
| 30D | +11.9% | -11.4% | +23.4% | +13.3% |
| 3M | -5.0% | -20.4% | +15.4% | -3.0% |
| 6M | +14.6% | -40.7% | +55.3% | +20.2% |
| YTD | +34.5% | -26.9% | +61.4% | +37.0% |
| 1Y | +40.6% | -3.1% | +43.7% | +38.8% |
| 3Y | +261.7% | +199.3% | +62.5% | +207.6% |
| All | +193.1% | +48.6% | +144.5% | +159.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling