+289.9%
BNY vs FTV
-5.2%
+295.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -1.3% | -4.0% | +2.6% | 0.0% |
| 30D | -0.2% | -11.0% | +10.9% | +3.9% |
| 3M | +14.9% | -8.4% | +23.3% | +18.0% |
| 6M | +40.0% | -2.6% | +42.5% | +40.1% |
| YTD | +42.0% | -0.6% | +42.6% | +40.9% |
| 1Y | +56.9% | +11.0% | +45.9% | +48.9% |
| 3Y | +289.9% | -6.3% | +296.2% | +286.7% |
| All | +289.9% | -5.2% | +295.1% | +286.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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