+62.6%
XYZ vs BNY
+262.4%
-199.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.5% |
| 7D | -1.1% | +3.9% | -4.9% | -4.1% |
| 30D | +11.5% | +11.9% | -0.4% | +2.1% |
| 3M | +1.8% | -5.0% | +6.8% | +6.0% |
| 6M | +21.2% | +14.6% | +6.6% | +6.2% |
| YTD | +29.9% | +34.5% | -4.5% | -2.7% |
| 1Y | +35.8% | +40.6% | -4.8% | -2.8% |
| 3Y | +62.6% | +261.7% | -199.1% | -46.5% |
| All | +62.6% | +262.4% | -199.8% | -46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling