+396.0%
BNY vs RACE
+649.8%
-253.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | 0.0% |
| 7D | +3.9% | -1.2% | +5.1% | +4.2% |
| 30D | +11.9% | +6.1% | +5.8% | +9.8% |
| 3M | -5.0% | -0.3% | -4.8% | -5.1% |
| 6M | +14.6% | +23.4% | -8.8% | +6.2% |
| YTD | +34.5% | +12.5% | +22.0% | +27.3% |
| 1Y | +40.6% | -0.5% | +41.1% | +38.6% |
| 3Y | +261.7% | +23.6% | +238.1% | +215.6% |
| 5Y | +192.3% | +65.4% | +126.9% | +122.3% |
| 10Y | +324.0% | +715.5% | -391.5% | +85.1% |
| All | +396.0% | +649.8% | -253.8% | +102.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling