+43.0%
BNY vs TRU
+3.5%
+39.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.6% | -2.3% | +1.7% |
| 7D | +2.8% | +10.5% | -7.7% | +1.5% |
| 30D | +6.7% | +28.7% | -22.0% | +3.2% |
| 3M | -2.2% | +0.7% | -2.8% | -2.8% |
| 6M | +16.8% | +19.3% | -2.6% | +12.3% |
| YTD | +33.9% | -3.7% | +37.6% | +32.1% |
| All | +43.0% | +3.5% | +39.5% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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