+316.9%
BNY vs AMC
-98.8%
+415.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.5% |
| 7D | +3.9% | +3.5% | +0.3% | +3.8% |
| 30D | +11.9% | +12.5% | -0.5% | +11.6% |
| 3M | -5.0% | +23.6% | -28.6% | -5.6% |
| 6M | +14.6% | +144.4% | -129.8% | +11.5% |
| YTD | +34.5% | +108.3% | -73.8% | +31.0% |
| 1Y | +40.6% | +38.9% | +1.7% | +38.3% |
| 3Y | +261.7% | -58.9% | +320.6% | +260.8% |
| 5Y | +192.3% | -99.2% | +291.5% | +208.1% |
| All | +316.9% | -98.8% | +415.7% | +279.7% |
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