+430.6%
BNY vs RACE
+647.6%
-217.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.9% |
| 7D | +1.4% | -2.5% | +4.0% | +2.2% |
| 30D | +3.8% | +0.8% | +3.1% | +3.4% |
| 3M | +14.9% | +17.2% | -2.2% | +8.6% |
| 6M | +40.3% | +13.6% | +26.8% | +33.3% |
| YTD | +43.9% | +12.2% | +31.7% | +36.4% |
| 1Y | +59.0% | -16.3% | +75.3% | +65.2% |
| 3Y | +290.7% | +36.4% | +254.3% | +227.5% |
| 5Y | +250.4% | +95.0% | +155.4% | +150.4% |
| 10Y | +411.2% | +813.2% | -402.1% | +115.2% |
| All | +430.6% | +647.6% | -217.0% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded RACE 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling