+34,147.2%
LOW vs BNY
+8,074.1%
+26,073.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.7% | -1.3% | -2.4% | -3.2% |
| 30D | -8.9% | -0.2% | -8.7% | -8.9% |
| 3M | -10.4% | +14.9% | -25.3% | -15.4% |
| 6M | -19.4% | +40.0% | -59.4% | -29.4% |
| YTD | -17.1% | +42.0% | -59.1% | -28.2% |
| 1Y | -26.3% | +56.9% | -83.1% | -38.6% |
| 3Y | -9.9% | +289.9% | -299.8% | -47.6% |
| 5Y | +6.1% | +259.2% | -253.1% | -37.3% |
| 10Y | +230.8% | +413.3% | -182.4% | +65.4% |
| All | +34,147.2% | +8,074.1% | +26,073.1% | +5,861.0% |
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