+252.3%
BNY vs WM
+51.0%
+201.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | +0.3% | -1.2% | +1.5% | +0.6% |
| 30D | +1.9% | -4.5% | +6.4% | +3.1% |
| 3M | +13.9% | -2.2% | +16.1% | +14.1% |
| 6M | +42.3% | -11.5% | +53.8% | +46.6% |
| YTD | +41.8% | -0.7% | +42.5% | +40.8% |
| 1Y | +57.9% | +0.3% | +57.6% | +55.9% |
| 3Y | +290.7% | +44.2% | +246.5% | +231.7% |
| 5Y | +252.3% | +51.6% | +200.7% | +192.1% |
| All | +252.3% | +51.0% | +201.2% | +192.1% |
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 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