+289.9%
BNY vs AME
+59.6%
+230.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.2% | -1.2% |
| 7D | -1.3% | +1.7% | -3.1% | -2.0% |
| 30D | -0.2% | -6.4% | +6.3% | +2.4% |
| 3M | +14.9% | +7.1% | +7.8% | +11.6% |
| 6M | +40.0% | +8.2% | +31.8% | +35.0% |
| YTD | +42.0% | +18.2% | +23.8% | +32.1% |
| 1Y | +56.9% | +26.7% | +30.1% | +41.6% |
| 3Y | +289.9% | +60.7% | +229.2% | +211.0% |
| All | +289.9% | +59.6% | +230.2% | +211.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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