+6,288.2%
MS vs BNY
+4,936.5%
+1,351.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | 0.0% |
| 7D | +1.4% | +1.4% | -0.1% | +0.2% |
| 30D | -0.3% | +3.8% | -4.1% | -3.4% |
| 3M | +0.3% | +14.9% | -14.6% | -10.8% |
| 6M | +31.3% | +40.3% | -9.0% | -1.2% |
| YTD | +24.7% | +43.9% | -19.2% | -8.3% |
| 1Y | +47.9% | +59.0% | -11.1% | +0.1% |
| 3Y | +178.3% | +290.7% | -112.4% | -10.8% |
| 5Y | +144.9% | +250.4% | -105.5% | -16.3% |
| 10Y | +804.5% | +411.2% | +393.4% | +121.5% |
| All | +6,288.2% | +4,936.5% | +1,351.7% | +352.4% |
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 1990-01-01 to 2026-09-07: 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling