+406.5%
BNY vs AMC
-99.0%
+505.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.1% |
| 7D | -1.1% | -7.1% | +6.0% | -0.9% |
| 30D | +1.4% | -1.7% | +3.1% | +1.4% |
| 3M | +16.8% | +13.5% | +3.3% | +16.0% |
| 6M | +42.0% | +112.6% | -70.6% | +38.5% |
| YTD | +41.9% | +51.3% | -9.4% | +39.4% |
| 1Y | +59.2% | -14.5% | +73.7% | +58.5% |
| 3Y | +290.9% | -67.1% | +358.0% | +291.8% |
| 5Y | +259.0% | -99.5% | +358.6% | +283.3% |
| All | +406.5% | -99.0% | +505.5% | +374.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling