+256.9%
BNY vs URA
+91.2%
+165.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | +0.7% |
| 7D | -1.3% | -5.5% | +4.2% | -0.2% |
| 30D | -0.2% | -3.7% | +3.5% | +0.4% |
| 3M | +14.9% | -2.9% | +17.8% | +15.0% |
| 6M | +40.0% | -15.2% | +55.2% | +43.0% |
| YTD | +42.0% | +1.9% | +40.1% | +37.9% |
| 1Y | +56.9% | +6.9% | +49.9% | +49.1% |
| 3Y | +289.9% | +99.6% | +190.3% | +206.4% |
| All | +256.9% | +91.2% | +165.7% | +170.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling