+3,591.5%
BNY vs MDY
+2,611.4%
+980.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.8% |
| 7D | -1.3% | -1.9% | +0.5% | +0.6% |
| 30D | -0.2% | -4.6% | +4.5% | +4.9% |
| 3M | +14.9% | -1.2% | +16.2% | +16.1% |
| 6M | +40.0% | +9.2% | +30.8% | +26.8% |
| YTD | +42.0% | +13.1% | +28.9% | +23.9% |
| 1Y | +56.9% | +13.0% | +43.8% | +36.6% |
| 3Y | +289.9% | +49.2% | +240.7% | +146.9% |
| 5Y | +259.2% | +47.2% | +211.9% | +128.1% |
| 10Y | +413.3% | +176.0% | +237.3% | +57.7% |
| All | +3,591.5% | +2,611.4% | +980.1% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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