+261.7%
BNY vs MSCI
+34.1%
+227.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.1% |
| 7D | +3.9% | +3.0% | +0.9% | +3.1% |
| 30D | +11.9% | +17.8% | -5.8% | +7.7% |
| 3M | -5.0% | +15.2% | -20.2% | -8.2% |
| 6M | +14.6% | +16.5% | -1.9% | +9.7% |
| YTD | +34.5% | +16.4% | +18.1% | +28.3% |
| 1Y | +40.6% | +16.8% | +23.8% | +33.9% |
| 3Y | +261.7% | +35.8% | +226.0% | +228.0% |
| All | +261.7% | +34.1% | +227.6% | +228.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 3y: compounded portfolio wealth divided by compounded MSCI 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…
3y analysis · Full analysis span regression · 6 months rolling