+409.4%
GE vs BNY
+256.6%
+152.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -4.0% | -1.3% | -2.7% | -3.3% |
| 30D | -11.4% | -0.2% | -11.2% | -11.3% |
| 3M | -2.6% | +14.9% | -17.5% | -10.0% |
| 6M | -0.3% | +40.0% | -40.3% | -17.3% |
| YTD | +5.4% | +42.0% | -36.6% | -13.7% |
| 1Y | +15.5% | +56.9% | -41.3% | -10.7% |
| 3Y | +260.8% | +289.9% | -29.1% | +67.1% |
| All | +409.4% | +256.6% | +152.8% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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