+292.4%
C vs BNY
+416.3%
-123.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.8% | -1.3% | +2.1% | +2.0% |
| 30D | +0.9% | -0.2% | +1.1% | +1.1% |
| 3M | +1.1% | +14.9% | -13.9% | -11.3% |
| 6M | +28.4% | +40.0% | -11.6% | -6.0% |
| YTD | +20.8% | +42.0% | -21.2% | -12.8% |
| 1Y | +43.4% | +56.9% | -13.4% | -5.4% |
| 3Y | +274.9% | +289.9% | -15.0% | +7.8% |
| 5Y | +136.7% | +259.2% | -122.5% | -29.0% |
| All | +292.4% | +416.3% | -123.9% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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