+65.9%
BEN vs RY
+155.6%
-89.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.3% | +6.0% | +5.8% |
| 7D | +6.6% | -0.9% | +7.5% | +7.5% |
| 30D | +3.8% | +5.9% | -2.0% | -0.8% |
| 3M | +0.2% | -4.3% | +4.5% | +3.8% |
| 6M | +10.4% | +12.1% | -1.7% | -0.2% |
| YTD | +46.2% | +20.3% | +25.9% | +24.2% |
| 1Y | +52.3% | +41.0% | +11.2% | +12.8% |
| 3Y | +65.9% | +157.5% | -91.6% | -33.2% |
| All | +65.9% | +155.6% | -89.6% | -33.2% |
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