+6,604.2%
TRV vs BNY
+8,074.1%
-1,469.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.0% | +2.1% |
| 7D | +1.9% | -1.3% | +3.3% | +2.5% |
| 30D | +1.7% | -0.2% | +1.9% | +1.8% |
| 3M | +23.9% | +14.9% | +9.0% | +16.7% |
| 6M | +26.3% | +40.0% | -13.7% | +9.8% |
| YTD | +30.8% | +42.0% | -11.2% | +12.6% |
| 1Y | +36.3% | +56.9% | -20.5% | +12.6% |
| 3Y | +145.0% | +289.9% | -144.9% | +39.7% |
| 5Y | +163.9% | +259.2% | -95.3% | +52.6% |
| 10Y | +305.8% | +413.3% | -107.5% | +99.0% |
| All | +6,604.2% | +8,074.1% | -1,469.9% | +1,336.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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