+406.7%
BNY vs MKSI
+524.1%
-117.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.0% | -0.4% |
| 7D | -1.3% | +2.7% | -4.0% | -2.0% |
| 30D | -0.2% | -12.8% | +12.6% | +2.8% |
| 3M | +14.9% | -22.5% | +37.5% | +19.5% |
| 6M | +40.0% | +19.4% | +20.6% | +29.6% |
| YTD | +42.0% | +67.7% | -25.7% | +20.0% |
| 1Y | +56.9% | +131.4% | -74.6% | +20.7% |
| 3Y | +289.9% | +197.3% | +92.5% | +160.1% |
| 5Y | +259.2% | +87.0% | +172.2% | +162.3% |
| All | +406.7% | +524.1% | -117.4% | +147.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling