+2,775.3%
BNY vs PAAS
+875.6%
+1,899.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | +3.9% | -8.9% | +12.8% | +4.4% |
| 30D | +11.9% | -11.4% | +23.4% | +12.7% |
| 3M | -5.0% | -20.4% | +15.4% | -3.9% |
| 6M | +14.6% | -40.7% | +55.3% | +17.6% |
| YTD | +34.5% | -26.9% | +61.4% | +36.0% |
| 1Y | +40.6% | -3.1% | +43.7% | +39.8% |
| 3Y | +261.7% | +199.3% | +62.5% | +234.7% |
| 5Y | +192.3% | +48.3% | +144.0% | +177.8% |
| 10Y | +324.0% | +197.6% | +126.4% | +277.1% |
| All | +2,775.3% | +875.6% | +1,899.7% | +2,625.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling