+260.3%
BNY vs FN
+111.9%
+148.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.2% | +0.5% |
| 7D | +3.6% | +20.8% | -17.2% | +1.6% |
| 30D | +8.8% | -17.3% | +26.1% | +10.2% |
| 3M | -5.8% | -38.1% | +32.3% | -2.4% |
| 6M | +15.5% | -44.2% | +59.7% | +19.8% |
| YTD | +33.9% | -22.3% | +56.2% | +32.3% |
| 1Y | +38.0% | -20.9% | +59.0% | +35.8% |
| All | +260.3% | +111.9% | +148.4% | +188.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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