+590.7%
BNY vs WU
-22.4%
+613.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.5% | -0.3% |
| 7D | -1.3% | -3.5% | +2.2% | +0.5% |
| 30D | -0.2% | -2.9% | +2.8% | +1.2% |
| 3M | +14.9% | -2.3% | +17.2% | +12.9% |
| 6M | +40.0% | -25.4% | +65.4% | +58.1% |
| YTD | +42.0% | -21.2% | +63.2% | +55.0% |
| 1Y | +56.9% | -8.9% | +65.7% | +55.8% |
| 3Y | +289.9% | -29.0% | +318.8% | +327.4% |
| 5Y | +259.2% | -50.7% | +309.9% | +369.4% |
| 10Y | +413.3% | -39.7% | +453.0% | +454.0% |
| All | +590.7% | -22.4% | +613.0% | +464.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling