+340.9%
BNY vs FND
+54.9%
+286.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.3% |
| 7D | -1.1% | -5.1% | +4.0% | -0.1% |
| 30D | +1.4% | -22.5% | +23.9% | +6.3% |
| 3M | +16.8% | -5.0% | +21.8% | +16.9% |
| 6M | +42.0% | -21.5% | +63.5% | +46.6% |
| YTD | +41.9% | -23.0% | +64.9% | +46.4% |
| 1Y | +59.2% | -44.9% | +104.1% | +75.0% |
| 3Y | +290.9% | -50.0% | +340.9% | +323.7% |
| 5Y | +259.0% | -63.3% | +322.4% | +297.1% |
| All | +340.9% | +54.9% | +286.0% | +262.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling