+889.8%
BNY vs AMBA
+837.3%
+52.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | +1.4% | -11.0% | +12.4% | +3.1% |
| 30D | +3.8% | -23.2% | +27.0% | +7.7% |
| 3M | +14.9% | -12.7% | +27.6% | +15.0% |
| 6M | +40.3% | +11.2% | +29.1% | +34.1% |
| YTD | +43.9% | -11.2% | +55.1% | +41.5% |
| 1Y | +59.0% | -22.5% | +81.6% | +58.0% |
| 3Y | +290.7% | -1.3% | +292.1% | +258.6% |
| 5Y | +250.4% | -54.2% | +304.5% | +238.3% |
| 10Y | +411.2% | -6.1% | +417.3% | +309.3% |
| All | +889.8% | +837.3% | +52.6% | +470.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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