+289.7%
BNY vs URA
+107.9%
+181.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +0.7% |
| 7D | -1.1% | -1.5% | +0.5% | -0.8% |
| 30D | +1.4% | -0.4% | +1.8% | +1.3% |
| 3M | +16.8% | +6.3% | +10.5% | +15.1% |
| 6M | +42.0% | -14.0% | +56.0% | +44.0% |
| YTD | +41.9% | +5.3% | +36.6% | +37.7% |
| 1Y | +59.2% | +11.7% | +47.5% | +51.6% |
| All | +289.7% | +107.9% | +181.8% | +214.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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