+43.9%
BNY vs PL
-0.6%
+44.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.4% | +8.6% | +2.6% |
| 7D | +2.8% | -11.7% | +14.5% | +3.4% |
| 30D | +6.7% | -27.1% | +33.8% | +8.4% |
| 3M | -2.2% | -44.6% | +42.4% | +0.6% |
| 6M | +16.8% | -67.2% | +83.9% | +22.3% |
| YTD | +33.9% | -35.9% | +69.7% | +33.5% |
| 1Y | +43.9% | -0.4% | +44.3% | +40.6% |
| All | +43.9% | -0.6% | +44.5% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 1y: compounded portfolio wealth divided by compounded PL 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…
1y analysis · Full analysis span regression · 6 months rolling