+289.9%
BNY vs WEC
+39.2%
+250.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +0.5% |
| 3M | +14.9% | -6.0% | +21.0% | +16.5% |
| 6M | +40.0% | -5.4% | +45.4% | +41.4% |
| YTD | +42.0% | +2.5% | +39.5% | +39.7% |
| 1Y | +56.9% | -0.7% | +57.6% | +55.7% |
| 3Y | +289.9% | +38.7% | +251.1% | +244.5% |
| All | +289.9% | +39.2% | +250.7% | +244.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling