+259.0%
BNY vs GPC
+29.3%
+229.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.3% |
| 7D | -1.1% | -1.8% | +0.7% | -0.6% |
| 30D | +1.4% | +0.1% | +1.3% | +1.3% |
| 3M | +16.8% | +37.4% | -20.6% | +4.9% |
| 6M | +42.0% | +25.4% | +16.6% | +31.0% |
| YTD | +41.9% | +12.2% | +29.7% | +34.0% |
| 1Y | +59.2% | -0.3% | +59.5% | +56.9% |
| 3Y | +290.9% | -1.6% | +292.5% | +273.5% |
| 5Y | +259.0% | +31.0% | +228.1% | +165.8% |
| All | +259.0% | +29.3% | +229.7% | +165.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 5y: compounded portfolio wealth divided by compounded GPC 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…
5y analysis · Full analysis span regression · 6 months rolling