+261.7%
BNY vs RY
+160.3%
+101.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +3.9% | +0.6% | +3.3% | +3.5% |
| 30D | +11.9% | +5.0% | +6.9% | +8.4% |
| 3M | -5.0% | -5.3% | +0.3% | -1.5% |
| 6M | +14.6% | +13.8% | +0.8% | +5.2% |
| YTD | +34.5% | +21.0% | +13.5% | +18.4% |
| 1Y | +40.6% | +40.5% | +0.1% | +12.2% |
| 3Y | +261.7% | +159.7% | +102.1% | +94.7% |
| All | +261.7% | +160.3% | +101.5% | +94.7% |
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