+418.9%
BNY vs TPR
+7,101.5%
-6,682.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | +0.1% |
| 7D | +1.5% | -3.4% | +4.8% | +2.7% |
| 30D | +3.3% | -27.3% | +30.6% | +14.7% |
| 3M | +15.3% | -16.2% | +31.6% | +21.4% |
| 6M | +42.5% | -17.9% | +60.3% | +49.9% |
| YTD | +42.1% | -7.1% | +49.3% | +42.5% |
| 1Y | +59.4% | +13.6% | +45.8% | +47.4% |
| 3Y | +291.5% | +293.7% | -2.2% | +118.3% |
| 5Y | +252.3% | +239.1% | +13.3% | +97.7% |
| 10Y | +407.5% | +311.2% | +96.4% | +122.7% |
| All | +418.9% | +7,101.5% | -6,682.6% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 2026-09-08: compounded portfolio wealth divided by compounded TPR 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling