+708.0%
BNY vs SPXU
-100.0%
+808.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | +0.7% |
| 7D | -1.1% | +6.4% | -7.4% | +1.2% |
| 30D | +1.4% | +5.9% | -4.5% | +3.7% |
| 3M | +16.8% | -11.7% | +28.5% | +12.2% |
| 6M | +42.0% | -28.7% | +70.7% | +27.4% |
| YTD | +41.9% | -26.4% | +68.3% | +29.7% |
| 1Y | +59.2% | -35.2% | +94.4% | +39.8% |
| 3Y | +290.9% | -79.8% | +370.7% | +145.9% |
| 5Y | +259.0% | -86.1% | +345.1% | +131.8% |
| 10Y | +413.0% | -99.5% | +512.6% | +24.3% |
| All | +708.0% | -100.0% | +808.0% | -44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling