+256.9%
BNY vs XME
+162.6%
+94.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.4% |
| 7D | -1.3% | -4.2% | +2.9% | +0.2% |
| 30D | -0.2% | -2.7% | +2.5% | +0.6% |
| 3M | +14.9% | -3.9% | +18.9% | +15.9% |
| 6M | +40.0% | -1.0% | +41.0% | +38.4% |
| YTD | +42.0% | +9.8% | +32.2% | +33.9% |
| 1Y | +56.9% | +32.5% | +24.3% | +35.9% |
| 3Y | +289.9% | +124.3% | +165.5% | +163.3% |
| All | +256.9% | +162.6% | +94.4% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 5y: compounded portfolio wealth divided by compounded XME 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…
5y analysis · Full analysis span regression · 6 months rolling