+289.9%
BNY vs FITB
+130.4%
+159.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -1.3% | -0.3% | -1.0% | -1.2% |
| 30D | -0.2% | -5.7% | +5.5% | +2.4% |
| 3M | +14.9% | +3.2% | +11.8% | +13.3% |
| 6M | +40.0% | +23.4% | +16.6% | +27.4% |
| YTD | +42.0% | +18.8% | +23.2% | +30.8% |
| 1Y | +56.9% | +25.0% | +31.9% | +40.8% |
| 3Y | +289.9% | +131.2% | +158.7% | +172.2% |
| All | +289.9% | +130.4% | +159.4% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 3y: compounded portfolio wealth divided by compounded FITB 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…
3y analysis · Full analysis span regression · 6 months rolling