+1,479.4%
NET vs BNY
+322.5%
+1,157.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.5% |
| 7D | -0.4% | +1.5% | -1.9% | -1.2% |
| 30D | -5.3% | +3.3% | -8.6% | -6.9% |
| 3M | +14.7% | +15.3% | -0.6% | +6.4% |
| 6M | +45.7% | +42.5% | +3.2% | +21.7% |
| YTD | +44.2% | +42.0% | +2.2% | +20.7% |
| 1Y | +30.5% | +59.3% | -28.8% | +3.3% |
| 3Y | +353.6% | +291.2% | +62.4% | +140.9% |
| 5Y | +121.8% | +252.1% | -130.3% | +20.3% |
| All | +1,479.4% | +322.5% | +1,157.0% | +713.4% |
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 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