+514.2%
BNY vs AMC
-97.6%
+611.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.1% |
| 7D | +3.6% | +8.4% | -4.8% | +3.4% |
| 30D | +8.8% | +9.2% | -0.3% | +8.5% |
| 3M | -5.8% | +32.0% | -37.8% | -6.6% |
| 6M | +15.5% | +149.3% | -133.8% | +11.9% |
| YTD | +33.9% | +114.1% | -80.2% | +30.0% |
| 1Y | +38.0% | +35.8% | +2.3% | +35.6% |
| 3Y | +258.2% | -58.3% | +316.5% | +257.1% |
| 5Y | +191.1% | -99.2% | +290.3% | +209.4% |
| 10Y | +322.3% | -98.8% | +421.0% | +330.9% |
| All | +514.2% | -97.6% | +611.7% | +418.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling