+289.9%
BNY vs FND
-50.3%
+340.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.1% |
| 7D | -1.3% | -5.8% | +4.4% | -0.6% |
| 30D | -0.2% | -20.2% | +20.0% | +2.7% |
| 3M | +14.9% | -12.0% | +26.9% | +16.2% |
| 6M | +40.0% | -18.5% | +58.5% | +42.5% |
| YTD | +42.0% | -22.3% | +64.2% | +45.0% |
| 1Y | +56.9% | -47.6% | +104.5% | +70.3% |
| 3Y | +289.9% | -49.8% | +339.6% | +313.0% |
| All | +289.9% | -50.3% | +340.2% | +313.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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