+43.9%
BNY vs WWD
+27.2%
+16.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.9% | +4.2% | +2.6% |
| 7D | +2.8% | +7.3% | -4.6% | +1.6% |
| 30D | +6.7% | -2.0% | +8.7% | +6.9% |
| 3M | -2.2% | -12.6% | +10.4% | -0.4% |
| 6M | +16.8% | -8.4% | +25.2% | +17.9% |
| YTD | +33.9% | +8.2% | +25.6% | +32.5% |
| 1Y | +43.9% | +26.5% | +17.4% | +39.6% |
| All | +43.9% | +27.2% | +16.7% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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