+558.6%
QQQ vs BNY
+416.3%
+142.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.9% |
| 7D | -0.6% | -1.3% | +0.8% | 0.0% |
| 30D | -1.2% | -0.2% | -1.1% | -1.2% |
| 3M | -0.2% | +14.9% | -15.1% | -6.1% |
| 6M | +17.9% | +40.0% | -22.1% | +2.2% |
| YTD | +16.6% | +42.0% | -25.3% | +0.2% |
| 1Y | +23.0% | +56.9% | -33.9% | +1.2% |
| 3Y | +92.9% | +289.9% | -196.9% | +9.0% |
| 5Y | +95.6% | +259.2% | -163.6% | +11.9% |
| All | +558.6% | +416.3% | +142.3% | +218.3% |
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