+39.7%
BNY vs GD
+7.0%
+32.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | 0.0% | +0.6% | -0.7% | -0.2% |
| 30D | +7.4% | +9.5% | -2.1% | +5.2% |
| 3M | -4.3% | -5.8% | +1.5% | -3.3% |
| 6M | +16.2% | +7.7% | +8.5% | +14.0% |
| YTD | +33.9% | +11.1% | +22.8% | +28.7% |
| 1Y | +39.7% | +6.1% | +33.6% | +37.4% |
| All | +39.7% | +7.0% | +32.7% | +37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling