+256.9%
BNY vs SPXU
-86.1%
+343.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | -0.7% |
| 7D | -1.3% | +2.5% | -3.8% | -0.6% |
| 30D | -0.2% | +4.2% | -4.4% | +1.2% |
| 3M | +14.9% | -9.3% | +24.2% | +12.1% |
| 6M | +40.0% | -30.7% | +70.7% | +26.8% |
| YTD | +42.0% | -28.1% | +70.1% | +30.8% |
| 1Y | +56.9% | -35.2% | +92.1% | +40.9% |
| 3Y | +289.9% | -79.9% | +369.8% | +164.8% |
| All | +256.9% | -86.1% | +343.0% | +145.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling