+56.8%
BNY vs RY
+44.3%
+12.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.3% |
| 7D | -1.1% | -2.9% | +1.8% | +1.0% |
| 30D | +1.4% | -2.0% | +3.5% | +2.9% |
| 3M | +16.8% | +4.9% | +11.9% | +13.0% |
| 6M | +42.0% | +26.1% | +15.9% | +19.8% |
| YTD | +41.9% | +22.4% | +19.5% | +22.9% |
| All | +56.8% | +44.3% | +12.4% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling