+6.7%
BTDR vs RY
+159.8%
-153.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +5.2% |
| 7D | +20.0% | +3.1% | +16.8% | +13.9% |
| 30D | +11.9% | -0.3% | +12.3% | +12.2% |
| 3M | -36.9% | +8.7% | -45.6% | -45.7% |
| 6M | +56.5% | +28.5% | +28.0% | +1.6% |
| YTD | +10.4% | +25.1% | -14.7% | -24.2% |
| 1Y | +3.1% | +46.3% | -43.2% | -44.9% |
| All | +6.7% | +159.8% | -153.0% | -74.2% |
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