+256.9%
BNY vs MKSI
+84.1%
+172.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.0% | -0.4% |
| 7D | -1.3% | +2.7% | -4.0% | -1.8% |
| 30D | -0.2% | -12.8% | +12.6% | +2.3% |
| 3M | +14.9% | -22.5% | +37.5% | +18.7% |
| 6M | +40.0% | +19.4% | +20.6% | +31.0% |
| YTD | +42.0% | +67.7% | -25.7% | +22.9% |
| 1Y | +56.9% | +131.4% | -74.6% | +25.3% |
| 3Y | +289.9% | +197.3% | +92.5% | +171.6% |
| All | +256.9% | +84.1% | +172.8% | +175.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling