+214.1%
BNY vs FGI
-66.8%
+280.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.1% |
| 7D | -1.3% | +12.1% | -13.5% | -1.4% |
| 30D | -0.2% | +75.7% | -75.9% | -1.2% |
| 3M | +14.9% | +31.7% | -16.8% | +14.1% |
| 6M | +40.0% | +111.5% | -71.5% | +37.5% |
| YTD | +42.0% | +45.8% | -3.8% | +39.9% |
| 1Y | +56.9% | +112.5% | -55.7% | +53.1% |
| 3Y | +289.9% | +8.5% | +281.4% | +282.1% |
| All | +214.1% | -66.8% | +280.9% | +210.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling