+16.2%
BTI vs RY
+41.3%
-25.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | -0.1% | -0.6% | +0.5% | 0.0% |
| 30D | +9.6% | +6.1% | +3.4% | +8.1% |
| 3M | +8.3% | -3.4% | +11.7% | +9.2% |
| 6M | +7.5% | +12.8% | -5.3% | +1.3% |
| YTD | +12.3% | +21.0% | -8.8% | +2.3% |
| 1Y | +16.2% | +40.5% | -24.2% | -4.5% |
| All | +16.2% | +41.3% | -25.1% | -4.5% |
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