+252.1%
BNY vs FN
+299.7%
-47.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.5% |
| 7D | +1.5% | +3.5% | -2.1% | +1.0% |
| 30D | +3.3% | -26.0% | +29.3% | +6.7% |
| 3M | +15.3% | -33.3% | +48.6% | +19.9% |
| 6M | +42.5% | -14.9% | +57.4% | +41.3% |
| YTD | +42.0% | -8.6% | +50.6% | +38.4% |
| 1Y | +59.3% | +12.3% | +47.0% | +49.8% |
| 3Y | +291.2% | +174.4% | +116.8% | +199.3% |
| 5Y | +252.1% | +296.4% | -44.4% | +137.9% |
| All | +252.1% | +299.7% | -47.7% | +137.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling