+789.1%
NOW vs BNY
+416.3%
+372.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -6.2% | -1.3% | -4.9% | -5.7% |
| 30D | +6.1% | -0.2% | +6.2% | +6.0% |
| 3M | +28.6% | +14.9% | +13.6% | +20.9% |
| 6M | +14.6% | +40.0% | -25.4% | -0.6% |
| YTD | -13.5% | +42.0% | -55.5% | -25.7% |
| 1Y | -29.4% | +56.9% | -86.2% | -41.8% |
| 3Y | +9.4% | +289.9% | -280.5% | -37.1% |
| 5Y | +2.3% | +259.2% | -256.9% | -40.2% |
| All | +789.1% | +416.3% | +372.8% | +322.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling