+406.7%
BNY vs WY
+7.6%
+399.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -1.3% | -4.2% | +2.8% | +0.4% |
| 30D | -0.2% | -10.1% | +9.9% | +4.0% |
| 3M | +14.9% | -8.5% | +23.4% | +18.3% |
| 6M | +40.0% | -3.3% | +43.3% | +40.3% |
| YTD | +42.0% | -4.4% | +46.4% | +42.1% |
| 1Y | +56.9% | -11.5% | +68.3% | +61.7% |
| 3Y | +289.9% | -24.3% | +314.2% | +321.0% |
| 5Y | +259.2% | -21.3% | +280.5% | +275.9% |
| All | +406.7% | +7.6% | +399.1% | +323.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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