+7,920.7%
BNY vs EFX
+6,077.1%
+1,843.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -1.1% | -11.1% | +10.1% | +3.8% |
| 30D | +1.4% | -7.4% | +8.8% | +4.3% |
| 3M | +16.8% | +1.5% | +15.3% | +14.0% |
| 6M | +42.0% | -13.7% | +55.7% | +47.3% |
| YTD | +41.9% | -21.9% | +63.8% | +52.3% |
| 1Y | +59.2% | -30.8% | +90.0% | +79.0% |
| 3Y | +290.9% | -12.4% | +303.3% | +279.4% |
| 5Y | +259.0% | -35.9% | +295.0% | +286.8% |
| 10Y | +413.0% | +41.0% | +372.1% | +256.8% |
| All | +7,920.7% | +6,077.1% | +1,843.7% | +1,543.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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