+406.7%
BNY vs RUN
+42.2%
+364.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | +0.1% |
| 7D | -1.3% | -3.7% | +2.4% | -1.0% |
| 30D | -0.2% | -13.0% | +12.8% | +0.9% |
| 3M | +14.9% | -31.8% | +46.7% | +17.9% |
| 6M | +40.0% | -32.2% | +72.2% | +43.0% |
| YTD | +42.0% | -53.5% | +95.5% | +48.1% |
| 1Y | +56.9% | -46.5% | +103.4% | +60.7% |
| 3Y | +289.9% | -37.6% | +327.5% | +254.1% |
| 5Y | +259.2% | -80.9% | +340.0% | +248.8% |
| All | +406.7% | +42.2% | +364.5% | +247.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling