+8,031.7%
BNY vs MAS
+1,430.5%
+6,601.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | -0.4% |
| 7D | +1.4% | -0.8% | +2.2% | +1.7% |
| 30D | +3.8% | -5.6% | +9.4% | +6.1% |
| 3M | +14.9% | +4.4% | +10.5% | +11.6% |
| 6M | +40.3% | +7.2% | +33.1% | +33.6% |
| YTD | +43.9% | +16.1% | +27.8% | +31.5% |
| 1Y | +59.0% | +0.1% | +58.9% | +53.9% |
| 3Y | +290.7% | +28.3% | +262.4% | +231.5% |
| 5Y | +250.4% | +30.5% | +219.9% | +189.0% |
| 10Y | +411.2% | +139.1% | +272.0% | +211.7% |
| All | +8,031.7% | +1,430.5% | +6,601.2% | +1,519.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MAS 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling