+6,944.7%
BBY vs RY
+11,203.6%
-4,258.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.2% | -1.4% |
| 7D | +4.0% | -0.5% | +4.6% | +4.4% |
| 30D | +17.6% | +4.7% | +12.8% | +14.5% |
| 3M | +25.9% | -4.5% | +30.4% | +29.5% |
| 6M | +85.1% | +12.5% | +72.6% | +72.1% |
| YTD | +60.6% | +21.1% | +39.5% | +42.2% |
| 1Y | +40.2% | +38.6% | +1.5% | +14.3% |
| 3Y | +86.6% | +160.2% | -73.5% | +4.7% |
| 5Y | -3.7% | +124.7% | -128.4% | -41.2% |
| 10Y | +287.7% | +352.3% | -64.6% | +59.9% |
| All | +6,944.7% | +11,203.6% | -4,258.9% | +497.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling