+53.2%
BNY vs Q
+79.8%
-26.5%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.2% |
| 7D | -1.3% | +4.9% | -6.2% | -1.8% |
| 30D | -0.2% | -11.0% | +10.8% | +0.9% |
| 3M | +14.9% | -15.2% | +30.1% | +16.1% |
| 6M | +40.0% | +8.8% | +31.1% | +35.7% |
| YTD | +42.0% | +55.1% | -13.1% | +32.3% |
| All | +53.2% | +79.8% | -26.5% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling