+289.7%
BNY vs RRC
+31.5%
+258.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -1.1% | -1.2% | +0.1% | -0.9% |
| 30D | +1.4% | +3.0% | -1.6% | +0.9% |
| 3M | +16.8% | +7.3% | +9.5% | +15.3% |
| 6M | +42.0% | +3.6% | +38.4% | +40.4% |
| YTD | +41.9% | +19.4% | +22.5% | +36.1% |
| 1Y | +59.2% | +21.4% | +37.8% | +51.2% |
| All | +289.7% | +31.5% | +258.2% | +255.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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