+289.9%
BNY vs ACI
-44.0%
+333.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | 0.0% |
| 7D | -1.3% | -3.7% | +2.4% | -1.2% |
| 30D | -0.2% | +0.6% | -0.7% | -0.2% |
| 3M | +14.9% | -20.3% | +35.3% | +15.6% |
| 6M | +40.0% | -24.7% | +64.6% | +41.0% |
| YTD | +42.0% | -27.2% | +69.2% | +43.0% |
| 1Y | +56.9% | -32.7% | +89.6% | +58.7% |
| 3Y | +289.9% | -43.9% | +333.8% | +300.3% |
| All | +289.9% | -44.0% | +333.9% | +300.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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