+8,031.7%
BNY vs EXPD
+30,859.1%
-22,827.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | +1.4% | -1.1% | +2.6% | +1.8% |
| 30D | +3.8% | +4.1% | -0.2% | +2.5% |
| 3M | +14.9% | +17.9% | -3.0% | +8.8% |
| 6M | +40.3% | +29.2% | +11.1% | +28.6% |
| YTD | +43.9% | +27.4% | +16.5% | +32.0% |
| 1Y | +59.0% | +56.8% | +2.2% | +35.8% |
| 3Y | +290.7% | +68.0% | +222.7% | +222.4% |
| 5Y | +250.4% | +61.9% | +188.5% | +188.3% |
| 10Y | +411.2% | +316.0% | +95.2% | +211.2% |
| All | +8,031.7% | +30,859.1% | -22,827.4% | +2,895.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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