+58.9%
BNY vs TMF
-15.2%
+74.1%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.3% |
| 7D | +1.4% | -1.4% | +2.9% | +1.4% |
| 30D | +3.8% | -2.8% | +6.7% | +3.9% |
| 3M | +14.9% | -10.9% | +25.8% | +14.5% |
| 6M | +40.3% | -21.3% | +61.7% | +38.3% |
| YTD | +43.8% | -15.9% | +59.6% | +42.8% |
| 1Y | +58.9% | -15.7% | +74.6% | +61.1% |
| All | +58.9% | -15.2% | +74.1% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling