+406.7%
BNY vs WM
+305.7%
+101.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -1.3% | -2.1% | +0.8% | -0.3% |
| 30D | -0.2% | -5.3% | +5.1% | +2.4% |
| 3M | +14.9% | -2.0% | +16.9% | +15.4% |
| 6M | +40.0% | -8.6% | +48.6% | +45.0% |
| YTD | +42.0% | -1.6% | +43.6% | +41.0% |
| 1Y | +56.9% | -1.2% | +58.1% | +54.8% |
| 3Y | +289.9% | +41.9% | +248.0% | +204.1% |
| 5Y | +259.2% | +49.6% | +209.6% | +165.5% |
| All | +406.7% | +305.7% | +101.1% | +126.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling