+289.5%
BNY vs ROIV
+230.5%
+59.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | +0.3% | +22.3% | -22.0% | -2.5% |
| 30D | +1.9% | +16.9% | -14.9% | -0.4% |
| 3M | +13.9% | +43.9% | -30.0% | +7.9% |
| 6M | +42.3% | +41.6% | +0.7% | +34.7% |
| YTD | +41.8% | +92.7% | -50.8% | +28.0% |
| 1Y | +57.9% | +210.2% | -152.2% | +32.2% |
| All | +289.5% | +230.5% | +59.0% | +208.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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