+406.5%
BNY vs RY
+377.5%
+29.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.4% |
| 7D | -1.1% | -2.9% | +1.8% | +1.4% |
| 30D | +1.4% | -2.0% | +3.5% | +3.1% |
| 3M | +16.8% | +4.9% | +11.9% | +12.1% |
| 6M | +42.0% | +26.1% | +15.9% | +16.3% |
| YTD | +41.9% | +22.4% | +19.5% | +19.2% |
| 1Y | +59.2% | +44.7% | +14.4% | +15.8% |
| 3Y | +290.9% | +155.7% | +135.3% | +70.8% |
| 5Y | +259.0% | +137.7% | +121.4% | +67.7% |
| All | +406.5% | +377.5% | +29.0% | +43.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling