+58.9%
BNY vs WU
-8.3%
+67.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | +1.4% | -0.8% | +2.3% | +1.5% |
| 30D | +3.8% | -1.1% | +4.9% | +3.9% |
| 3M | +14.9% | -3.9% | +18.8% | +14.6% |
| 6M | +40.3% | -20.7% | +61.0% | +42.9% |
| YTD | +43.8% | -18.4% | +62.1% | +46.0% |
| 1Y | +58.9% | -8.1% | +66.9% | +57.4% |
| All | +58.9% | -8.3% | +67.2% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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