+406.7%
BNY vs FE
+114.2%
+292.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -1.3% | -1.4% | 0.0% | -0.9% |
| 30D | -0.2% | -1.9% | +1.7% | +0.4% |
| 3M | +14.9% | -0.2% | +15.1% | +14.8% |
| 6M | +40.0% | -7.1% | +47.1% | +42.9% |
| YTD | +42.0% | +6.1% | +35.8% | +38.3% |
| 1Y | +56.9% | +10.1% | +46.8% | +50.7% |
| 3Y | +289.9% | +46.9% | +243.0% | +234.6% |
| 5Y | +259.2% | +50.0% | +209.2% | +203.8% |
| All | +406.7% | +114.2% | +292.5% | +325.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling