+2,627.8%
NOW vs BNY
+957.7%
+1,670.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -4.4% |
| 7D | -6.1% | +1.5% | -7.5% | -6.7% |
| 30D | +7.5% | +3.3% | +4.1% | +5.7% |
| 3M | +17.5% | +15.3% | +2.2% | +9.1% |
| 6M | +7.9% | +42.5% | -34.5% | -9.4% |
| YTD | -12.4% | +42.0% | -54.4% | -26.7% |
| 1Y | -28.6% | +59.3% | -87.8% | -43.5% |
| 3Y | +11.8% | +291.2% | -279.4% | -42.1% |
| 5Y | +2.6% | +252.1% | -249.4% | -45.1% |
| 10Y | +790.0% | +407.1% | +382.9% | +246.4% |
| All | +2,627.8% | +957.7% | +1,670.2% | +699.1% |
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