+1,076.1%
BE vs RY
+140.8%
+935.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +8.4% |
| 7D | +20.0% | +3.1% | +16.9% | +14.8% |
| 30D | +7.9% | -0.3% | +8.2% | +8.8% |
| 3M | -13.2% | +8.7% | -21.9% | -21.8% |
| 6M | +53.5% | +28.5% | +24.9% | +9.2% |
| YTD | +191.0% | +25.1% | +165.9% | +116.4% |
| 1Y | +360.5% | +46.3% | +314.2% | +179.7% |
| 3Y | +1,568.0% | +154.9% | +1,413.1% | +355.4% |
| All | +1,076.1% | +140.8% | +935.4% | +237.1% |
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