+41.5%
BBY vs RY
+159.6%
-118.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.5% |
| 7D | +8.1% | +2.7% | +5.4% | +5.9% |
| 30D | +8.9% | -1.0% | +9.9% | +9.6% |
| 3M | +22.0% | +7.6% | +14.4% | +14.5% |
| 6M | +37.8% | +29.5% | +8.4% | +11.1% |
| YTD | +37.3% | +24.2% | +13.1% | +14.2% |
| 1Y | +21.6% | +46.4% | -24.8% | -13.3% |
| 3Y | +41.5% | +159.4% | -117.9% | -35.8% |
| All | +41.5% | +159.6% | -118.1% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling