+8,024.8%
BNY vs WM
+26,336.4%
-18,311.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.6% |
| 7D | +1.4% | -0.3% | +1.7% | +1.5% |
| 30D | +3.8% | -2.4% | +6.2% | +4.4% |
| 3M | +14.9% | +0.4% | +14.5% | +14.5% |
| 6M | +40.3% | -9.5% | +49.8% | +43.3% |
| YTD | +43.8% | +0.5% | +43.3% | +42.8% |
| 1Y | +58.9% | -1.1% | +60.0% | +58.2% |
| 3Y | +290.4% | +46.0% | +244.4% | +250.3% |
| 5Y | +250.1% | +51.8% | +198.3% | +209.9% |
| 10Y | +410.7% | +307.5% | +103.2% | +260.4% |
| All | +8,024.8% | +26,336.4% | -18,311.5% | +4,067.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling