+406.7%
BNY vs SU
+267.2%
+139.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | +0.1% |
| 7D | -1.3% | +2.2% | -3.6% | -2.0% |
| 30D | -0.2% | +8.4% | -8.6% | -2.9% |
| 3M | +14.9% | +12.1% | +2.8% | +10.1% |
| 6M | +40.0% | +19.7% | +20.3% | +30.3% |
| YTD | +42.0% | +58.4% | -16.4% | +19.8% |
| 1Y | +56.9% | +67.2% | -10.4% | +29.7% |
| 3Y | +289.9% | +125.0% | +164.8% | +184.5% |
| 5Y | +259.2% | +355.1% | -95.9% | +93.5% |
| All | +406.7% | +267.2% | +139.5% | +175.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling