+289.9%
BNY vs WWD
+167.6%
+122.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.3% |
| 7D | -1.3% | -2.6% | +1.3% | -0.8% |
| 30D | -0.2% | -6.9% | +6.8% | +1.4% |
| 3M | +14.9% | -13.0% | +28.0% | +18.1% |
| 6M | +40.0% | -12.5% | +52.4% | +42.9% |
| YTD | +42.0% | +11.8% | +30.1% | +36.2% |
| 1Y | +56.9% | +41.1% | +15.8% | +40.8% |
| 3Y | +289.9% | +163.1% | +126.8% | +184.7% |
| All | +289.9% | +167.6% | +122.3% | +184.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling