+406.7%
BNY vs WU
-39.1%
+445.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.5% | -0.2% |
| 7D | -1.3% | -3.5% | +2.2% | -0.1% |
| 30D | -0.2% | -2.9% | +2.8% | +0.8% |
| 3M | +14.9% | -2.3% | +17.2% | +13.6% |
| 6M | +40.0% | -25.4% | +65.4% | +53.2% |
| YTD | +42.0% | -21.2% | +63.2% | +51.6% |
| 1Y | +56.9% | -8.9% | +65.7% | +56.3% |
| 3Y | +289.9% | -29.0% | +318.8% | +320.4% |
| 5Y | +259.2% | -50.7% | +309.9% | +349.7% |
| All | +406.7% | -39.1% | +445.8% | +467.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling