+7,916.8%
BNY vs GEN
+8,579.3%
-662.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +0.3% | -2.9% | +3.2% | +0.8% |
| 30D | +1.9% | +2.1% | -0.1% | +1.5% |
| 3M | +13.9% | +19.7% | -5.8% | +10.1% |
| 6M | +42.3% | +33.3% | +9.0% | +34.5% |
| YTD | +41.8% | +11.1% | +30.7% | +38.1% |
| 1Y | +57.9% | +3.0% | +54.9% | +55.6% |
| 3Y | +290.7% | +57.9% | +232.8% | +255.7% |
| 5Y | +252.3% | +20.6% | +231.7% | +231.8% |
| 10Y | +412.8% | +153.2% | +259.6% | +310.1% |
| All | +7,916.8% | +8,579.3% | -662.5% | +2,888.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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