+1.2%
NOW vs BNY
+250.1%
-248.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -9.9% | -1.1% | -8.8% | -9.4% |
| 30D | +2.8% | +1.4% | +1.4% | +1.9% |
| 3M | +23.7% | +16.8% | +6.9% | +12.4% |
| 6M | +12.5% | +42.0% | -29.5% | -9.0% |
| YTD | -14.4% | +41.9% | -56.3% | -31.2% |
| 1Y | -29.0% | +59.2% | -88.2% | -47.0% |
| 3Y | +9.3% | +290.9% | -281.6% | -53.3% |
| 5Y | +1.2% | +259.0% | -257.8% | -54.9% |
| All | +1.2% | +250.1% | -248.9% | -54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling