+59.2%
BNY vs PL
+81.4%
-22.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.2% |
| 7D | -1.1% | -9.0% | +8.0% | -0.6% |
| 30D | +1.4% | -29.6% | +31.0% | +3.3% |
| 3M | +16.8% | -45.7% | +62.5% | +20.2% |
| 6M | +42.0% | -34.3% | +76.3% | +42.4% |
| YTD | +41.9% | -15.4% | +57.3% | +39.1% |
| 1Y | +59.2% | +86.1% | -26.9% | +52.1% |
| All | +59.2% | +81.4% | -22.2% | +52.1% |
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