+10.6%
BDX vs RY
+155.6%
-145.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.3% |
| 7D | +7.1% | -0.9% | +8.0% | +7.4% |
| 30D | +17.6% | +5.9% | +11.7% | +15.2% |
| 3M | +20.4% | -4.3% | +24.6% | +22.0% |
| 6M | +48.3% | +12.1% | +36.1% | +41.2% |
| YTD | +41.6% | +20.3% | +21.3% | +31.0% |
| 1Y | +55.7% | +41.0% | +14.7% | +35.9% |
| 3Y | +10.6% | +157.5% | -146.9% | -17.8% |
| All | +10.6% | +155.6% | -145.0% | -17.8% |
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