+289.9%
BNY vs RVTY
+17.0%
+272.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.7% | -0.4% |
| 7D | -1.3% | -4.5% | +3.2% | -0.5% |
| 30D | -0.2% | +5.5% | -5.6% | -1.2% |
| 3M | +14.9% | +22.5% | -7.6% | +10.4% |
| 6M | +40.0% | +38.9% | +1.1% | +30.4% |
| YTD | +42.0% | +28.7% | +13.2% | +34.2% |
| 1Y | +56.9% | +45.5% | +11.4% | +44.4% |
| 3Y | +289.9% | +16.4% | +273.5% | +271.9% |
| All | +289.9% | +17.0% | +272.8% | +271.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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