+7,920.7%
BNY vs WEC
+3,955.7%
+3,965.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.4% |
| 7D | -1.1% | -1.3% | +0.2% | -0.5% |
| 30D | +1.4% | -0.4% | +1.8% | +1.6% |
| 3M | +16.8% | -6.8% | +23.6% | +20.3% |
| 6M | +42.0% | -6.4% | +48.4% | +45.6% |
| YTD | +41.9% | +2.5% | +39.4% | +39.2% |
| 1Y | +59.2% | -0.4% | +59.6% | +58.0% |
| 3Y | +290.9% | +38.5% | +252.4% | +228.2% |
| 5Y | +259.0% | +31.7% | +227.4% | +202.9% |
| 10Y | +413.0% | +146.6% | +266.5% | +191.2% |
| All | +7,920.7% | +3,955.7% | +3,965.0% | +880.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling