+56.2%
BEN vs RY
+154.9%
-98.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +4.1% |
| 7D | +0.2% | +3.1% | -2.9% | -2.4% |
| 30D | -0.5% | -0.3% | -0.2% | -0.4% |
| 3M | +9.7% | +8.7% | +1.1% | +1.9% |
| 6M | +33.9% | +28.5% | +5.4% | +7.8% |
| YTD | +49.0% | +25.1% | +23.9% | +22.5% |
| 1Y | +42.1% | +46.3% | -4.2% | +2.1% |
| All | +56.2% | +154.9% | -98.7% | -34.9% |
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