+56.9%
BNY vs WING
-58.1%
+115.0%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.0% | -5.9% | -0.2% |
| 7D | -1.3% | +7.2% | -8.6% | -1.6% |
| 30D | -0.2% | +4.8% | -4.9% | -0.4% |
| 3M | +14.9% | -23.7% | +38.6% | +15.9% |
| 6M | +40.0% | -43.6% | +83.6% | +44.0% |
| YTD | +42.0% | -50.6% | +92.5% | +48.6% |
| 1Y | +56.9% | -57.0% | +113.9% | +60.4% |
| All | +56.9% | -58.1% | +115.0% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 1y: compounded portfolio wealth divided by compounded WING 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…
1y analysis · Full analysis span regression · 6 months rolling