+191.4%
BNY vs WM
+60.7%
+130.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.7% |
| 7D | 0.0% | +0.8% | -0.8% | -0.2% |
| 30D | +7.4% | +13.8% | -6.5% | +3.9% |
| 3M | -4.3% | +6.4% | -10.7% | -5.9% |
| 6M | +16.2% | +13.2% | +3.0% | +12.0% |
| YTD | +33.9% | +10.8% | +23.1% | +29.1% |
| 1Y | +39.7% | +20.2% | +19.5% | +31.1% |
| 3Y | +258.0% | +46.5% | +211.5% | +207.6% |
| 5Y | +191.4% | +61.3% | +130.1% | +139.2% |
| All | +191.4% | +60.7% | +130.7% | +139.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling