+8,031.7%
BNY vs GD
+20,186.6%
-12,154.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +1.1% |
| 7D | +1.4% | -5.3% | +6.7% | +3.9% |
| 30D | +3.8% | -6.4% | +10.3% | +7.0% |
| 3M | +14.9% | +5.7% | +9.2% | +11.7% |
| 6M | +40.3% | -0.9% | +41.3% | +39.9% |
| YTD | +43.9% | +8.2% | +35.7% | +37.4% |
| 1Y | +59.0% | +13.4% | +45.6% | +48.3% |
| 3Y | +290.7% | +68.5% | +222.3% | +198.8% |
| 5Y | +250.4% | +97.2% | +153.2% | +147.4% |
| 10Y | +411.2% | +190.2% | +221.0% | +201.3% |
| All | +8,031.7% | +20,186.6% | -12,154.9% | +2,210.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded GD 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling