+387.2%
BE vs RY
+122.0%
+265.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.1% | -9.4% | -7.5% |
| 7D | -14.7% | -0.9% | -13.8% | -13.5% |
| 30D | -40.5% | +5.9% | -46.4% | -45.1% |
| 3M | -24.3% | -4.3% | -20.1% | -18.7% |
| 6M | -39.3% | +12.1% | -51.4% | -47.4% |
| YTD | +99.4% | +20.3% | +79.1% | +56.8% |
| 1Y | +26.6% | +41.0% | -14.4% | -19.5% |
| 3Y | +1,616.9% | +157.5% | +1,459.4% | +348.7% |
| All | +387.2% | +122.0% | +265.2% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling