+260.3%
BNY vs AMC
-58.0%
+318.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.1% |
| 7D | +3.6% | +8.4% | -4.8% | +3.3% |
| 30D | +8.8% | +9.2% | -0.3% | +8.5% |
| 3M | -5.8% | +32.0% | -37.8% | -6.7% |
| 6M | +15.5% | +149.3% | -133.8% | +11.2% |
| YTD | +33.9% | +114.1% | -80.2% | +29.1% |
| 1Y | +38.0% | +35.8% | +2.3% | +34.9% |
| All | +260.3% | -58.0% | +318.3% | +277.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling