+289.9%
BNY vs SN
+344.9%
-55.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.2% |
| 7D | -1.3% | -7.3% | +5.9% | -0.2% |
| 30D | -0.2% | -13.6% | +13.4% | +1.9% |
| 3M | +14.9% | +18.6% | -3.7% | +11.4% |
| 6M | +40.0% | +46.0% | -6.0% | +30.5% |
| YTD | +42.0% | +43.7% | -1.7% | +32.3% |
| 1Y | +56.9% | +39.2% | +17.7% | +46.6% |
| 3Y | +289.9% | +306.5% | -16.6% | +200.4% |
| All | +289.9% | +344.9% | -55.1% | +200.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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