+406.7%
BNY vs WEC
+146.6%
+260.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -1.3% | -0.6% | -0.7% | -1.2% |
| 30D | -0.2% | -2.6% | +2.5% | +0.6% |
| 3M | +14.9% | -6.0% | +21.0% | +16.8% |
| 6M | +40.0% | -5.4% | +45.4% | +41.8% |
| YTD | +42.0% | +2.5% | +39.5% | +40.3% |
| 1Y | +56.9% | -0.7% | +57.6% | +56.3% |
| 3Y | +289.9% | +38.7% | +251.1% | +250.0% |
| 5Y | +259.2% | +31.7% | +227.5% | +224.6% |
| All | +406.7% | +146.6% | +260.2% | +372.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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