-38.7%
NOW vs BNY
+45.2%
-83.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | 0.0% |
| 7D | -27.5% | +2.8% | -30.3% | -27.2% |
| 30D | -20.0% | +6.7% | -26.7% | -19.5% |
| 3M | -7.9% | -2.2% | -5.7% | -8.9% |
| 6M | +18.3% | +16.8% | +1.5% | +14.9% |
| YTD | -29.0% | +33.9% | -62.9% | -31.8% |
| 1Y | -38.7% | +43.9% | -82.6% | -42.6% |
| All | -38.7% | +45.2% | -83.9% | -42.6% |
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