+58.9%
BNY vs GFI
+45.3%
+13.6%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | +1.4% | +3.1% | -1.7% | +1.2% |
| 30D | +3.8% | +27.1% | -23.3% | +1.6% |
| 3M | +14.9% | +21.2% | -6.3% | +12.5% |
| 6M | +40.3% | -4.5% | +44.8% | +39.9% |
| YTD | +43.8% | +11.7% | +32.0% | +41.0% |
| 1Y | +58.9% | +46.0% | +12.8% | +54.7% |
| All | +58.9% | +45.3% | +13.6% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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