+15,250.0%
TER vs BNY
+8,066.6%
+7,183.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.2% |
| 7D | +12.4% | +0.3% | +12.1% | +12.2% |
| 30D | +5.1% | +1.9% | +3.2% | +4.2% |
| 3M | +4.0% | +13.9% | -9.9% | -2.7% |
| 6M | +29.5% | +42.3% | -12.8% | +9.1% |
| YTD | +98.5% | +41.8% | +56.6% | +67.4% |
| 1Y | +234.1% | +57.9% | +176.1% | +167.4% |
| 3Y | +289.0% | +290.7% | -1.7% | +100.7% |
| 5Y | +228.2% | +252.3% | -24.1% | +77.3% |
| 10Y | +1,895.7% | +412.8% | +1,482.9% | +769.6% |
| All | +15,250.0% | +8,066.6% | +7,183.4% | +1,734.2% |
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