+294.3%
BBY vs RY
+355.6%
-61.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.5% | +0.6% |
| 7D | +3.7% | -3.0% | +6.7% | +6.5% |
| 30D | +20.9% | +6.3% | +14.6% | +15.2% |
| 3M | +27.6% | -2.6% | +30.2% | +30.4% |
| 6M | +86.9% | +13.9% | +72.9% | +66.7% |
| YTD | +63.3% | +21.7% | +41.6% | +36.9% |
| 1Y | +42.6% | +40.4% | +2.1% | +5.4% |
| 3Y | +89.8% | +161.3% | -71.5% | -17.7% |
| 5Y | -0.1% | +126.5% | -126.5% | -51.6% |
| 10Y | +294.3% | +354.3% | -60.1% | +12.0% |
| All | +294.3% | +355.6% | -61.4% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 10y: compounded portfolio wealth divided by compounded RY 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…
10y analysis · Full analysis span regression · 6 months rolling