+401.0%
BNY vs TRU
+228.8%
+172.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.3% |
| 7D | -1.3% | -2.7% | +1.4% | -0.4% |
| 30D | -0.2% | -2.0% | +1.9% | +0.2% |
| 3M | +14.9% | +18.4% | -3.5% | +7.4% |
| 6M | +40.0% | +8.9% | +31.1% | +33.7% |
| YTD | +42.0% | -8.9% | +50.9% | +43.1% |
| 1Y | +56.9% | -15.9% | +72.7% | +61.5% |
| 3Y | +289.9% | -1.1% | +291.0% | +258.8% |
| 5Y | +259.2% | -35.2% | +294.4% | +281.7% |
| 10Y | +413.3% | +145.3% | +268.0% | +223.7% |
| All | +401.0% | +228.8% | +172.2% | +192.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling