+43.9%
BNY vs RRX
+30.0%
+13.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.6% | +5.9% | +2.8% |
| 7D | +2.8% | +7.6% | -4.8% | +1.6% |
| 30D | +6.7% | +7.5% | -0.8% | +5.4% |
| 3M | -2.2% | -21.0% | +18.8% | +0.5% |
| 6M | +16.8% | -18.1% | +34.9% | +18.5% |
| YTD | +33.9% | +24.3% | +9.6% | +24.7% |
| 1Y | +43.9% | +29.3% | +14.6% | +33.3% |
| All | +43.9% | +30.0% | +13.9% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling