+7,916.8%
BNY vs RVTY
+2,293.6%
+5,623.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +0.5% |
| 7D | +0.3% | -5.4% | +5.7% | +1.9% |
| 30D | +1.9% | +6.7% | -4.8% | -0.2% |
| 3M | +13.9% | +19.0% | -5.1% | +7.6% |
| 6M | +42.3% | +34.6% | +7.7% | +28.7% |
| YTD | +41.8% | +28.3% | +13.6% | +29.8% |
| 1Y | +57.9% | +46.0% | +11.9% | +38.4% |
| 3Y | +290.7% | +16.9% | +273.8% | +254.1% |
| 5Y | +252.3% | -32.9% | +285.2% | +269.2% |
| 10Y | +412.8% | +141.6% | +271.2% | +254.6% |
| All | +7,916.8% | +2,293.6% | +5,623.2% | +2,495.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling