+249.7%
BNY vs PCOR
-7.7%
+257.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.6% | +0.8% |
| 7D | 0.0% | +2.5% | -2.6% | -0.4% |
| 30D | +7.4% | +37.9% | -30.5% | +1.8% |
| 3M | -4.3% | +32.0% | -36.3% | -9.0% |
| 6M | +16.2% | +54.7% | -38.5% | +7.1% |
| YTD | +33.9% | +6.6% | +27.3% | +30.4% |
| 1Y | +39.7% | -1.7% | +41.4% | +38.0% |
| 3Y | +258.0% | +49.0% | +209.0% | +222.3% |
| 5Y | +191.4% | -12.5% | +203.9% | +164.1% |
| All | +249.7% | -7.7% | +257.4% | +221.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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