+7,924.2%
BNY vs CGNX
+12,871.6%
-4,947.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.7% |
| 7D | -1.3% | +3.2% | -4.5% | -1.9% |
| 30D | -0.2% | +6.0% | -6.2% | -1.4% |
| 3M | +14.9% | +3.5% | +11.4% | +13.4% |
| 6M | +40.0% | +26.3% | +13.7% | +32.3% |
| YTD | +42.0% | +79.2% | -37.3% | +22.8% |
| 1Y | +56.9% | +43.8% | +13.1% | +40.7% |
| 3Y | +289.9% | +52.0% | +237.9% | +235.9% |
| 5Y | +259.2% | -24.0% | +283.2% | +247.3% |
| 10Y | +413.3% | +189.1% | +224.2% | +267.2% |
| All | +7,924.2% | +12,871.6% | -4,947.5% | +2,625.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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