+2,547.2%
BNY vs RY
+11,573.6%
-9,026.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.8% |
| 7D | +1.4% | +3.1% | -1.7% | -1.0% |
| 30D | +3.8% | -0.3% | +4.2% | +4.0% |
| 3M | +14.9% | +8.7% | +6.3% | +7.7% |
| 6M | +40.3% | +28.5% | +11.8% | +15.3% |
| YTD | +43.8% | +25.1% | +18.6% | +20.6% |
| 1Y | +58.9% | +46.3% | +12.6% | +18.1% |
| 3Y | +290.4% | +154.9% | +135.5% | +86.5% |
| 5Y | +250.1% | +140.3% | +109.8% | +75.9% |
| 10Y | +410.7% | +377.0% | +33.7% | +51.8% |
| All | +2,547.2% | +11,573.6% | -9,026.4% | +18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling