-21.4%
NOW vs BNY
+59.6%
-81.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -2.9% |
| 7D | -2.4% | +1.4% | -3.8% | -2.3% |
| 30D | +20.5% | +3.8% | +16.7% | +20.7% |
| 3M | +18.3% | +14.9% | +3.4% | +17.2% |
| 6M | +24.1% | +40.3% | -16.3% | +18.2% |
| YTD | -7.8% | +43.8% | -51.5% | -12.4% |
| 1Y | -21.4% | +58.9% | -80.3% | -28.7% |
| All | -21.4% | +59.6% | -81.0% | -28.7% |
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