+289.9%
BNY vs SPMO
+155.8%
+134.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -1.3% | -0.9% | -0.4% | -0.9% |
| 30D | -0.2% | -1.9% | +1.8% | +0.7% |
| 3M | +14.9% | -1.4% | +16.3% | +14.5% |
| 6M | +40.0% | +25.5% | +14.5% | +20.5% |
| YTD | +42.0% | +24.8% | +17.1% | +22.7% |
| 1Y | +56.9% | +24.5% | +32.4% | +35.6% |
| 3Y | +289.9% | +157.1% | +132.7% | +120.1% |
| All | +289.9% | +155.8% | +134.1% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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