+218.3%
BNY vs FGI
-70.4%
+288.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.5% | -7.2% | +0.2% |
| 7D | +1.4% | +0.5% | +0.9% | +1.4% |
| 30D | +3.8% | +65.4% | -61.6% | +2.8% |
| 3M | +14.9% | +23.5% | -8.6% | +14.1% |
| 6M | +40.3% | +60.5% | -20.2% | +38.1% |
| YTD | +43.9% | +30.0% | +13.9% | +41.9% |
| 1Y | +59.0% | +82.1% | -23.1% | +55.4% |
| 3Y | +290.7% | -4.4% | +295.1% | +283.5% |
| All | +218.3% | -70.4% | +288.7% | +214.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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