+406.7%
BNY vs UUUU
+465.5%
-58.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.5% |
| 7D | -1.3% | -10.5% | +9.2% | -0.2% |
| 30D | -0.2% | -10.5% | +10.3% | +0.8% |
| 3M | +14.9% | -14.1% | +29.1% | +16.0% |
| 6M | +40.0% | -35.5% | +75.5% | +44.2% |
| YTD | +42.0% | -10.9% | +52.9% | +39.3% |
| 1Y | +56.9% | +3.4% | +53.5% | +49.0% |
| 3Y | +289.9% | +73.1% | +216.7% | +234.6% |
| 5Y | +259.2% | +87.1% | +172.1% | +191.7% |
| All | +406.7% | +465.5% | -58.8% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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