+15,686.1%
TT vs BNY
+8,059.7%
+7,626.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +1.4% | +0.3% | +1.1% | +1.3% |
| 30D | -6.7% | +1.9% | -8.6% | -7.4% |
| 3M | -5.4% | +13.9% | -19.3% | -10.7% |
| 6M | +4.4% | +42.3% | -37.9% | -10.3% |
| YTD | +14.9% | +41.7% | -26.8% | -1.3% |
| 1Y | +9.3% | +57.8% | -48.6% | -10.5% |
| 3Y | +121.7% | +290.4% | -168.7% | +22.8% |
| 5Y | +148.2% | +252.0% | -103.8% | +41.4% |
| 10Y | +957.3% | +412.4% | +544.9% | +396.4% |
| All | +15,686.1% | +8,059.7% | +7,626.4% | +2,305.2% |
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 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