+42.0%
BNY vs RVTY
+31.7%
+10.3%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.4% | +0.2% |
| 7D | -1.1% | -7.4% | +6.4% | -0.7% |
| 30D | +1.4% | +4.5% | -3.1% | +1.2% |
| 3M | +16.8% | +19.5% | -2.7% | +15.5% |
| 6M | +42.0% | +34.1% | +7.9% | +36.9% |
| All | +42.0% | +31.7% | +10.3% | +36.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling