+574.9%
BNY vs ALLE
+260.9%
+314.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.2% |
| 7D | +1.4% | -0.2% | +1.7% | +1.5% |
| 30D | +3.8% | -6.8% | +10.6% | +7.3% |
| 3M | +14.9% | +21.0% | -6.1% | +3.5% |
| 6M | +40.3% | +1.1% | +39.2% | +37.7% |
| YTD | +43.9% | -0.5% | +44.4% | +41.4% |
| 1Y | +59.0% | -7.3% | +66.3% | +61.5% |
| 3Y | +290.7% | +42.3% | +248.5% | +209.0% |
| 5Y | +250.4% | +13.5% | +236.9% | +205.9% |
| 10Y | +411.2% | +144.0% | +267.1% | +191.2% |
| All | +574.9% | +260.9% | +314.0% | +229.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded ALLE 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling