+734.0%
BNY vs TRGP
+2,232.9%
-1,498.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | -0.2% | +8.0% | -8.2% | -2.1% |
| 3M | +14.9% | +8.3% | +6.7% | +12.5% |
| 6M | +40.0% | +23.9% | +16.1% | +32.4% |
| YTD | +42.0% | +59.6% | -17.7% | +26.5% |
| 1Y | +56.9% | +79.4% | -22.6% | +35.6% |
| 3Y | +289.9% | +269.4% | +20.4% | +183.0% |
| 5Y | +259.2% | +641.6% | -382.5% | +121.2% |
| 10Y | +413.3% | +845.2% | -432.0% | +158.1% |
| All | +734.0% | +2,232.9% | -1,498.9% | +133.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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