-4.5%
TT vs BNY
+45.2%
-49.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.0% | -2.6% |
| 7D | -8.5% | +2.8% | -11.3% | -9.5% |
| 30D | -12.8% | +6.7% | -19.5% | -14.9% |
| 3M | -12.9% | -2.2% | -10.7% | -11.8% |
| 6M | -15.2% | +16.8% | -32.0% | -21.0% |
| YTD | +6.2% | +33.9% | -27.7% | -7.8% |
| 1Y | -4.5% | +43.9% | -48.4% | -19.2% |
| All | -4.5% | +45.2% | -49.7% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling