+38.1%
BNY vs TRI
-16.8%
+54.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.4% |
| 7D | -1.3% | +1.5% | -2.8% | -1.4% |
| 30D | +3.1% | +20.4% | -17.3% | +2.4% |
| 3M | -6.7% | +20.6% | -27.2% | -7.4% |
| 6M | +12.4% | +25.5% | -13.1% | +10.9% |
| YTD | +29.3% | -7.1% | +36.4% | +31.1% |
| 1Y | +38.1% | -14.7% | +52.8% | +42.2% |
| All | +38.1% | -16.8% | +54.9% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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