+2,936.4%
BNY vs PAAS
+1,226.8%
+1,709.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | +1.5% | +2.0% | -0.5% | +1.3% |
| 30D | +3.3% | -0.1% | +3.4% | +3.2% |
| 3M | +15.3% | +8.2% | +7.1% | +14.6% |
| 6M | +42.5% | -13.8% | +56.2% | +43.1% |
| YTD | +42.0% | -0.6% | +42.7% | +41.2% |
| 1Y | +59.3% | +44.0% | +15.3% | +54.9% |
| 3Y | +291.2% | +246.6% | +44.6% | +258.8% |
| 5Y | +252.1% | +116.1% | +136.0% | +227.8% |
| 10Y | +407.1% | +202.7% | +204.4% | +349.9% |
| All | +2,936.4% | +1,226.8% | +1,709.7% | +2,731.1% |
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