+1,154.5%
C vs BNY
+8,076.8%
-6,922.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | +0.2% |
| 7D | +3.2% | +1.5% | +1.7% | +2.0% |
| 30D | +1.3% | +3.3% | -2.0% | -1.2% |
| 3M | +3.1% | +15.3% | -12.2% | -7.9% |
| 6M | +29.6% | +42.5% | -12.8% | -1.7% |
| YTD | +19.0% | +42.0% | -23.1% | -9.7% |
| 1Y | +45.6% | +59.3% | -13.6% | +1.3% |
| 3Y | +269.3% | +291.2% | -21.9% | +28.8% |
| 5Y | +131.6% | +252.1% | -120.5% | -13.7% |
| 10Y | +286.5% | +407.1% | -120.6% | +11.5% |
| All | +1,154.5% | +8,076.8% | -6,922.3% | +9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling