+7,916.8%
BNY vs TAP
+778.9%
+7,137.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | +0.3% | -5.1% | +5.4% | +1.7% |
| 30D | +1.9% | -8.4% | +10.4% | +4.2% |
| 3M | +13.9% | -3.9% | +17.8% | +14.5% |
| 6M | +42.3% | -14.4% | +56.7% | +47.1% |
| YTD | +41.8% | -14.7% | +56.6% | +46.1% |
| 1Y | +57.9% | -18.7% | +76.6% | +64.3% |
| 3Y | +290.7% | -32.6% | +323.4% | +323.0% |
| 5Y | +252.3% | -1.4% | +253.7% | +240.4% |
| 10Y | +412.8% | -50.4% | +463.2% | +467.2% |
| All | +7,916.8% | +778.9% | +7,137.9% | +5,076.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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