+983.6%
BNY vs FIVE
+868.1%
+115.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.1% | -4.8% | -0.7% |
| 7D | +1.4% | +4.3% | -2.8% | +0.6% |
| 30D | +3.8% | +12.5% | -8.7% | +1.3% |
| 3M | +14.9% | +31.2% | -16.3% | +8.6% |
| 6M | +40.3% | +14.4% | +26.0% | +35.3% |
| YTD | +43.9% | +33.9% | +10.0% | +34.4% |
| 1Y | +59.0% | +65.1% | -6.0% | +41.9% |
| 3Y | +290.7% | +49.0% | +241.8% | +237.5% |
| 5Y | +250.4% | +30.3% | +220.1% | +201.8% |
| 10Y | +411.2% | +481.1% | -69.9% | +219.9% |
| All | +983.6% | +868.1% | +115.5% | +523.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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