+256.9%
BNY vs RACE
+95.1%
+161.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.2% | -0.3% |
| 7D | -1.3% | +0.9% | -2.3% | -1.6% |
| 30D | -0.2% | +1.6% | -1.8% | -0.7% |
| 3M | +14.9% | +13.2% | +1.8% | +10.9% |
| 6M | +40.0% | +22.9% | +17.1% | +31.5% |
| YTD | +42.0% | +13.3% | +28.7% | +35.7% |
| 1Y | +56.9% | -12.7% | +69.5% | +61.1% |
| 3Y | +289.9% | +40.3% | +249.6% | +218.6% |
| All | +256.9% | +95.1% | +161.8% | +136.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 5y: compounded portfolio wealth divided by compounded RACE 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…
5y analysis · Full analysis span regression · 6 months rolling