+406.7%
BNY vs GPN
+28.5%
+378.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -1.3% | -4.3% | +3.0% | +0.2% |
| 30D | -0.2% | 0.0% | -0.2% | -0.4% |
| 3M | +14.9% | +35.8% | -20.9% | +1.5% |
| 6M | +40.0% | +22.0% | +18.0% | +27.7% |
| YTD | +42.0% | +15.2% | +26.8% | +31.2% |
| 1Y | +56.9% | +3.5% | +53.4% | +50.3% |
| 3Y | +289.9% | -26.9% | +316.8% | +315.0% |
| 5Y | +259.2% | -44.2% | +303.4% | +314.3% |
| All | +406.7% | +28.5% | +378.2% | +408.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 10y: compounded portfolio wealth divided by compounded GPN 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…
10y analysis · Full analysis span regression · 6 months rolling