+58.9%
BNY vs TROW
+0.2%
+58.7%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | +1.4% | -1.3% | +2.8% | +1.9% |
| 30D | +3.8% | -4.5% | +8.4% | +5.4% |
| 3M | +14.9% | +3.9% | +11.0% | +12.7% |
| 6M | +40.3% | +22.6% | +17.8% | +28.8% |
| YTD | +43.8% | +10.1% | +33.6% | +35.7% |
| 1Y | +58.9% | +3.6% | +55.3% | +57.0% |
| All | +58.9% | +0.2% | +58.7% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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