+5,185.2%
BNY vs WWD
+15,007.2%
-9,821.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.5% |
| 7D | -1.3% | -2.6% | +1.3% | -0.4% |
| 30D | -0.2% | -6.9% | +6.8% | +2.4% |
| 3M | +14.9% | -13.0% | +28.0% | +20.2% |
| 6M | +40.0% | -12.5% | +52.4% | +44.8% |
| YTD | +42.0% | +11.8% | +30.1% | +33.1% |
| 1Y | +56.9% | +41.1% | +15.8% | +33.7% |
| 3Y | +289.9% | +163.1% | +126.8% | +155.2% |
| 5Y | +259.2% | +187.6% | +71.6% | +122.4% |
| 10Y | +413.3% | +494.6% | -81.3% | +125.6% |
| All | +5,185.2% | +15,007.2% | -9,821.9% | +1,005.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling