+38.1%
BNY vs MKSI
+27.2%
+10.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -9.3% | +5.9% | -2.4% |
| 7D | -1.3% | -18.2% | +16.9% | +0.8% |
| 30D | +3.1% | -37.2% | +40.2% | +8.1% |
| 3M | -6.7% | -43.5% | +36.8% | -1.3% |
| 6M | +12.4% | -38.4% | +50.8% | +15.1% |
| YTD | +29.3% | +10.9% | +18.4% | +20.7% |
| 1Y | +38.1% | +26.9% | +11.2% | +27.2% |
| All | +38.1% | +27.2% | +10.9% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 1y: compounded portfolio wealth divided by compounded MKSI 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…
1y analysis · Full analysis span regression · 6 months rolling