+58.9%
BNY vs WM
-0.9%
+59.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.2% |
| 7D | +1.4% | -0.3% | +1.7% | +1.4% |
| 30D | +3.8% | -2.4% | +6.2% | +3.6% |
| 3M | +14.9% | +0.4% | +14.5% | +14.8% |
| 6M | +40.3% | -9.5% | +49.8% | +39.7% |
| YTD | +43.8% | +0.5% | +43.3% | +43.6% |
| 1Y | +58.9% | -1.1% | +60.0% | +60.0% |
| All | +58.9% | -0.9% | +59.8% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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