+7,924.2%
BNY vs TROW
+13,984.0%
-6,059.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.6% |
| 7D | -1.3% | -3.2% | +1.9% | +0.3% |
| 30D | -0.2% | -4.6% | +4.4% | +2.1% |
| 3M | +14.9% | -0.7% | +15.6% | +14.7% |
| 6M | +40.0% | +22.2% | +17.8% | +26.0% |
| YTD | +42.0% | +6.6% | +35.3% | +36.1% |
| 1Y | +56.9% | +5.8% | +51.0% | +50.7% |
| 3Y | +289.9% | +11.6% | +278.3% | +257.5% |
| 5Y | +259.2% | -38.9% | +298.1% | +327.4% |
| 10Y | +413.3% | +128.5% | +284.7% | +211.0% |
| All | +7,924.2% | +13,984.0% | -6,059.9% | +1,199.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling