+551.2%
BNY vs AMC
-98.1%
+649.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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 | +42.0% | +64.1% | -22.1% | +39.0% |
| 1Y | +59.3% | -9.5% | +68.8% | +58.3% |
| 3Y | +291.2% | -64.3% | +355.6% | +291.3% |
| 5Y | +252.1% | -99.5% | +351.5% | +278.4% |
| 10Y | +407.1% | -98.9% | +506.0% | +407.0% |
| All | +551.2% | -98.1% | +649.4% | +453.9% |
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