+7,920.7%
BNY vs OMC
+5,772.0%
+2,148.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.4% | -0.7% |
| 7D | -1.1% | -6.2% | +5.2% | +2.1% |
| 30D | +1.4% | -7.6% | +9.0% | +5.2% |
| 3M | +16.8% | +7.4% | +9.4% | +11.3% |
| 6M | +42.0% | +0.1% | +41.8% | +39.7% |
| YTD | +41.9% | +0.4% | +41.5% | +37.0% |
| 1Y | +59.2% | +7.8% | +51.4% | +46.8% |
| 3Y | +290.9% | +11.8% | +279.1% | +242.9% |
| 5Y | +259.0% | +32.5% | +226.6% | +180.3% |
| 10Y | +413.0% | +34.2% | +378.8% | +277.9% |
| All | +7,920.7% | +5,772.0% | +2,148.7% | +1,028.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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