-0.8%
GOOG vs BNY
+38.8%
-39.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -0.9% |
| 7D | -0.2% | -1.3% | +1.1% | +0.2% |
| 30D | -18.2% | +3.1% | -21.3% | -19.0% |
| 3M | -21.7% | -6.7% | -15.0% | -20.1% |
| 6M | -26.6% | +12.4% | -39.0% | -29.8% |
| YTD | -10.0% | +29.3% | -39.3% | -17.6% |
| 1Y | -0.8% | +38.1% | -38.9% | -9.8% |
| All | -0.8% | +38.8% | -39.5% | -9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling