+551.8%
BNY vs AMC
-98.1%
+649.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -1.1% |
| 7D | +1.5% | -0.8% | +2.2% | +1.5% |
| 30D | +3.3% | -1.2% | +4.5% | +3.3% |
| 3M | +15.3% | +42.2% | -26.9% | +13.7% |
| 6M | +42.5% | +118.8% | -76.4% | +38.4% |
| YTD | +42.1% | +64.1% | -22.0% | +39.1% |
| 1Y | +59.4% | -9.5% | +69.0% | +58.4% |
| 3Y | +291.5% | -64.3% | +355.9% | +291.7% |
| 5Y | +252.3% | -99.5% | +351.8% | +278.7% |
| 10Y | +407.5% | -98.9% | +506.5% | +407.4% |
| All | +551.8% | -98.1% | +649.9% | +454.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 2026-09-08: compounded portfolio wealth divided by compounded AMC 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling