+289.9%
BNY vs TRMB
+12.4%
+277.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.4% |
| 7D | -1.3% | -3.0% | +1.7% | -0.5% |
| 30D | -0.2% | +2.3% | -2.5% | -1.0% |
| 3M | +14.9% | +15.3% | -0.4% | +9.4% |
| 6M | +40.0% | -14.7% | +54.7% | +46.0% |
| YTD | +42.0% | -26.4% | +68.4% | +55.1% |
| 1Y | +56.9% | -30.4% | +87.3% | +74.0% |
| 3Y | +289.9% | +13.5% | +276.3% | +277.4% |
| All | +289.9% | +12.4% | +277.4% | +277.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 3y: compounded portfolio wealth divided by compounded TRMB 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…
3y analysis · Full analysis span regression · 6 months rolling