+7,924.2%
BNY vs MKC
+3,326.0%
+4,598.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -1.3% | -1.5% | +0.1% | -0.8% |
| 30D | -0.2% | -3.1% | +2.9% | +0.7% |
| 3M | +14.9% | +5.2% | +9.7% | +12.3% |
| 6M | +40.0% | -12.8% | +52.8% | +44.7% |
| YTD | +42.0% | -23.3% | +65.3% | +52.1% |
| 1Y | +56.9% | -24.1% | +81.0% | +68.1% |
| 3Y | +289.9% | -32.1% | +322.0% | +327.5% |
| 5Y | +259.2% | -32.8% | +292.0% | +288.2% |
| 10Y | +413.3% | +29.9% | +383.4% | +320.8% |
| All | +7,924.2% | +3,326.0% | +4,598.1% | +2,558.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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