+721.6%
BNY vs CF
+5,948.3%
-5,226.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +1.3% |
| 7D | +1.4% | +6.0% | -4.6% | -0.4% |
| 30D | +3.8% | +14.8% | -11.0% | -0.7% |
| 3M | +14.9% | +14.1% | +0.9% | +9.7% |
| 6M | +40.3% | +28.5% | +11.8% | +26.5% |
| YTD | +43.9% | +74.9% | -31.1% | +17.4% |
| 1Y | +59.0% | +61.7% | -2.7% | +32.4% |
| 3Y | +290.7% | +80.3% | +210.4% | +204.5% |
| 5Y | +250.4% | +226.0% | +24.4% | +110.6% |
| 10Y | +411.2% | +569.9% | -158.7% | +121.3% |
| All | +721.6% | +5,948.3% | -5,226.7% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded CF 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling